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 |
|