McNamara Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
50,456
+5,495
| +12% | +$601K | 1.09% | 15 |
|
|
2025
Q1 | $4.7M | Buy |
44,961
+14,814
| +49% | +$1.55M | 1.01% | 17 |
|
|
2024
Q4 | $3.47M | Sell |
30,147
-10,744
| -26% | -$1.24M | 0.82% | 17 |
|
|
2024
Q3 | $4.78M | Buy |
40,891
+2,444
| +6% | +$286K | 0.94% | 16 |
|
|
2024
Q2 | $4.1M | Buy |
38,447
+7,908
| +26% | +$843K | 0.87% | 16 |
|
|
2024
Q1 | $3.38M | Buy |
30,539
+2,071
| +7% | +$229K | 0.72% | 16 |
|
|
2023
Q4 | $3.08M | Buy |
28,468
+3,285
| +13% | +$356K | 0.69% | 16 |
|
|
2023
Q3 | $2.38M | Buy |
25,183
+1,164
| +5% | +$110K | 0.59% | 16 |
|
|
2023
Q2 | $2.42M | Buy |
24,019
+3,420
| +17% | +$344K | 0.58% | 17 |
|
|
2023
Q1 | $1.99M | Buy |
20,599
+2,619
| +15% | +$253K | 0.5% | 17 |
|
|
2022
Q4 | $1.7M | Buy |
17,980
+2,914
| +19% | +$276K | 0.45% | 18 |
|
|
2022
Q3 | $1.31M | Buy |
15,066
+3,534
| +31% | +$308K | 0.38% | 20 |
|
|
2022
Q2 | $1.07M | Buy |
+11,532
| New | +$1.07M | 0.3% | 23 |
|
|
2015
Q1 | – | Sell |
-50
| Closed | -$3K | – | 104 |
|
|
2014
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 188 |
|