MidWestOne 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 | $201K | Buy |
+1,840
| New | +$201K | 0.03% | 284 |
|
|
2025
Q1 | – | Sell |
-1,840
| Closed | -$212K | – | 291 |
|
|
2024
Q4 | $212K | Sell |
1,840
-270
| -13% | -$31.1K | 0.03% | 275 |
|
|
2024
Q3 | $247K | Hold |
2,110
| – | – | 0.03% | 263 |
|
|
2024
Q2 | $225K | Hold |
2,110
| – | – | 0.04% | 274 |
|
|
2024
Q1 | $233K | Hold |
2,110
| – | – | 0.04% | 273 |
|
|
2023
Q4 | $228K | Buy |
+2,110
| New | +$228K | 0.04% | 263 |
|
|
2023
Q3 | – | Sell |
-2,380
| Closed | -$237K | – | 280 |
|
|
2023
Q2 | $237K | Hold |
2,380
| – | – | 0.05% | 245 |
|
|
2023
Q1 | $230K | Buy |
+2,380
| New | +$230K | 0.05% | 242 |
|
|
2022
Q4 | – | Sell |
-2,380
| Closed | -$208K | – | 242 |
|
|
2022
Q3 | $208K | Buy |
+2,380
| New | +$208K | 0.05% | 222 |
|
|
2022
Q1 | – | Sell |
-1,989
| Closed | -$228K | – | 247 |
|
|
2021
Q4 | $228K | Buy |
+1,989
| New | +$228K | 0.05% | 228 |
|