Mill Capital Management’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
Sell
-600
Closed -$62.7K 121
2025
Q1
$62.7K Hold
600
0.01% 118
2024
Q4
$69.1K Hold
600
0.01% 124
2024
Q3
$70.2K Hold
600
0.01% 123
2024
Q2
$64K Hold
600
0.01% 120
2024
Q1
$66.3K Hold
600
0.01% 121
2023
Q4
$65K Hold
600
0.01% 118
2023
Q3
$56.6K Hold
600
0.01% 116
2023
Q2
$59.8K Hold
600
0.01% 123
2023
Q1
$58K Hold
600
0.01% 129
2022
Q4
$56.8K Hold
600
0.01% 130
2022
Q3
$52K Sell
600
-775
-56% -$67.2K 0.01% 120
2022
Q2
$127K Hold
1,375
0.01% 120
2022
Q1
$148K Buy
+1,375
New +$148K 0.01% 126