Midwest 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 | $4.03M | Buy |
36,881
+45
| +0.1% | +$4.92K | 2.12% | 14 |
|
|
2025
Q1 | $3.85M | Buy |
36,836
+5,026
| +16% | +$526K | 2.24% | 14 |
|
|
2024
Q4 | $3.67M | Buy |
31,810
+625
| +2% | +$72K | 2.1% | 15 |
|
|
2024
Q3 | $3.65M | Buy |
31,185
+769
| +3% | +$89.9K | 2.14% | 15 |
|
|
2024
Q2 | $3.24M | Buy |
30,416
+2,987
| +11% | +$319K | 2.06% | 14 |
|
|
2024
Q1 | $3.03M | Buy |
27,429
+24,411
| +809% | +$2.7M | 2.04% | 14 |
|
|
2023
Q4 | $327K | Buy |
3,018
+344
| +13% | +$37.3K | 0.24% | 84 |
|
|
2023
Q3 | $252K | Buy |
2,674
+133
| +5% | +$12.5K | 0.21% | 90 |
|
|
2023
Q2 | $253K | Buy |
2,541
+413
| +19% | +$41.1K | 0.21% | 89 |
|
|
2023
Q1 | $206K | Buy |
+2,128
| New | +$206K | 0.19% | 88 |
|