Mendota Financial Group’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 | $1.97K | Hold |
18
| – | – | ﹤0.01% | 94 |
|
2025
Q1 | $1.88K | Hold |
18
| – | – | ﹤0.01% | 106 |
|
2024
Q4 | $2.07K | Sell |
18
-641
| -97% | -$73.9K | ﹤0.01% | 293 |
|
2024
Q3 | $77.1K | Hold |
659
| – | – | 0.04% | 137 |
|
2024
Q2 | $70.3K | Sell |
659
-236
| -26% | -$25.2K | 0.04% | 147 |
|
2024
Q1 | $98.9K | Hold |
895
| – | – | 0.06% | 130 |
|
2023
Q4 | $96.9K | Buy |
895
+641
| +252% | +$69.4K | 0.08% | 148 |
|
2023
Q3 | $24K | Hold |
254
| – | – | 0.03% | 169 |
|
2023
Q2 | $25.3K | Buy |
254
+18
| +8% | +$1.79K | 0.03% | 165 |
|
2023
Q1 | $25.5K | Hold |
236
| – | – | 0.03% | 182 |
|
2022
Q4 | $22.3K | Buy |
+236
| New | +$22.3K | 0.03% | 171 |
|