Modern Wealth 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 | $13.8M | Buy |
126,167
+91,361
| +262% | +$9.98M | 0.34% | 72 |
|
|
2025
Q1 | $3.64M | Buy |
34,806
+5,173
| +17% | +$541K | 0.12% | 152 |
|
|
2024
Q4 | $3.41M | Sell |
29,633
-1,199
| -4% | -$138K | 0.13% | 141 |
|
|
2024
Q3 | $3.6M | Buy |
30,832
+197
| +0.6% | +$23K | 0.22% | 77 |
|
|
2024
Q2 | $3.27M | Buy |
30,635
+16,166
| +112% | +$1.72M | 0.24% | 59 |
|
|
2024
Q1 | $1.6M | Buy |
14,469
+3,158
| +28% | +$349K | 0.15% | 89 |
|
|
2023
Q4 | $1.22M | Buy |
+11,311
| New | +$1.22M | 0.15% | 53 |
|