MKD Wealth Coaches’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 | $1.53M | Sell |
13,970
-13,874
| -50% | -$1.52M | 1.61% | 9 |
|
|
2025
Q1 | $2.91M | Sell |
27,844
-149,729
| -84% | -$15.7M | 3.29% | 5 |
|
|
2024
Q4 | $20.5M | Buy |
+177,573
| New | +$20.5M | 20.71% | 2 |
|
|
2021
Q4 | $13M | Sell |
113,889
-296
| -0.3% | -$33.9K | 17.85% | 2 |
|
|
2021
Q3 | $12.5M | Buy |
114,185
+2,333
| +2% | +$255K | 19.62% | 2 |
|
|
2021
Q2 | $12.6M | Buy |
111,852
+863
| +0.8% | +$97.5K | 20.2% | 2 |
|
|
2021
Q1 | $12M | Sell |
110,989
-9,821
| -8% | -$1.07M | 20.56% | 2 |
|
|
2020
Q4 | $11.1M | Sell |
120,810
-5,165
| -4% | -$475K | 17.79% | 2 |
|
|
2020
Q3 | $8.85M | Buy |
125,975
+22,606
| +22% | +$1.59M | 12.64% | 2 |
|
|
2020
Q2 | $7.06M | Buy |
103,369
+46,994
| +83% | +$3.21M | 8.91% | 4 |
|
|
2020
Q1 | $3.16M | Sell |
56,375
-2,107
| -4% | -$118K | 4.24% | 14 |
|
|
2019
Q4 | $4.9M | Sell |
58,482
-275
| -0.5% | -$23.1K | 4.17% | 8 |
|
|
2019
Q3 | $4.57M | Buy |
58,757
+1,681
| +3% | +$131K | 4.75% | 8 |
|
|
2019
Q2 | $4.47M | Sell |
57,076
-1,184
| -2% | -$92.7K | 3.98% | 8 |
|
|
2019
Q1 | $4.5M | Sell |
58,260
-32,702
| -36% | -$2.52M | 4.54% | 8 |
|
|
2018
Q4 | $6.31M | Buy |
+90,962
| New | +$6.31M | 7.46% | 1 |
|