MJP Associates’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
$252K Buy
2,305
+256
+12% +$28K 0.04% 197
2025
Q1
$214K Buy
2,049
+85
+4% +$8.89K 0.04% 208
2024
Q4
$226K Hold
1,964
0.04% 207
2024
Q3
$230K Sell
1,964
-273
-12% -$31.9K 0.04% 186
2024
Q2
$239K Sell
2,237
-9
-0.4% -$960 0.05% 199
2024
Q1
$248K Sell
2,246
-487
-18% -$53.8K 0.05% 198
2023
Q4
$296K Buy
+2,733
New +$296K 0.08% 130