Moneywise Inc’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 | $729K | Buy |
6,675
+20
| +0.3% | +$2.19K | 0.34% | 47 |
|
|
2025
Q1 | $696K | Sell |
6,655
-15,700
| -70% | -$1.64M | 0.37% | 40 |
|
|
2024
Q4 | $2.58M | Buy |
22,355
+14,684
| +191% | +$1.69M | 1.29% | 18 |
|
|
2024
Q3 | $897K | Buy |
7,671
+165
| +2% | +$19.3K | 0.44% | 39 |
|
|
2024
Q2 | $801K | Sell |
7,506
-318
| -4% | -$33.9K | 0.42% | 34 |
|
|
2024
Q1 | $865K | Sell |
7,824
-164
| -2% | -$18.1K | 0.47% | 36 |
|
|
2023
Q4 | $865K | Sell |
7,988
-177
| -2% | -$19.2K | 0.5% | 28 |
|
|
2023
Q3 | $770K | Sell |
8,165
-170
| -2% | -$16K | 0.48% | 26 |
|
|
2023
Q2 | $831K | Sell |
8,335
-163
| -2% | -$16.2K | 0.52% | 26 |
|
|
2023
Q1 | $822K | Buy |
8,498
+381
| +5% | +$36.8K | 0.53% | 26 |
|
|
2022
Q4 | $768K | Buy |
8,117
+1
| +0% | +$95 | 0.57% | 26 |
|
|
2022
Q3 | $708K | Sell |
8,116
-21,913
| -73% | -$1.91M | 0.58% | 26 |
|
|
2022
Q2 | $2.78M | Sell |
30,029
-7,832
| -21% | -$724K | 2.16% | 13 |
|
|
2022
Q1 | $4.08M | Sell |
37,861
-2,389
| -6% | -$258K | 2.69% | 11 |
|
|
2021
Q4 | $4.61M | Sell |
40,250
-7,362
| -15% | -$843K | 2.96% | 9 |
|
|
2021
Q3 | $5.2M | Sell |
47,612
-5,777
| -11% | -$631K | 3.39% | 5 |
|
|
2021
Q2 | $6.03M | Sell |
53,389
-10,101
| -16% | -$1.14M | 4.12% | 5 |
|
|
2021
Q1 | $6.89M | Sell |
63,490
-5,221
| -8% | -$567K | 4.65% | 4 |
|
|
2020
Q4 | $6.32M | Buy |
68,711
+1,462
| +2% | +$134K | 4.52% | 4 |
|
|
2020
Q3 | $4.72M | Sell |
67,249
-66
| -0.1% | -$4.64K | 3.75% | 6 |
|
|
2020
Q2 | $4.6M | Buy |
67,315
+5,835
| +9% | +$398K | 3.68% | 6 |
|
|
2020
Q1 | $3.45M | Buy |
61,480
+10,770
| +21% | +$604K | 3.04% | 14 |
|
|
2019
Q4 | $3.95M | Sell |
50,710
-2,288
| -4% | -$178K | 2.97% | 12 |
|
|
2019
Q3 | $4.13M | Buy |
52,998
+7,281
| +16% | +$567K | 3.33% | 10 |
|
|
2019
Q2 | $3.58M | Buy |
45,717
+3,069
| +7% | +$240K | 2.73% | 14 |
|
|
2019
Q1 | $3.28M | Buy |
42,648
+14
| +0% | +$1.08K | 2.81% | 15 |
|
|
2018
Q4 | $2.96M | Buy |
42,634
+1,751
| +4% | +$121K | 2.8% | 14 |
|
|
2018
Q3 | $3.57M | Sell |
40,883
-2,564
| -6% | -$224K | 3.02% | 13 |
|
|
2018
Q2 | $3.63M | Sell |
43,447
-529
| -1% | -$44.1K | 3.1% | 13 |
|
|
2018
Q1 | $3.39M | Sell |
43,976
-7,792
| -15% | -$600K | 2.81% | 15 |
|
|
2017
Q4 | $3.98M | Buy |
51,768
+638
| +1% | +$49K | 2.97% | 13 |
|
|
2017
Q3 | $3.8M | Buy |
51,130
+544
| +1% | +$40.4K | 3% | 13 |
|
|
2017
Q2 | $3.55M | Buy |
50,586
+87
| +0.2% | +$6.1K | 3.02% | 12 |
|
|
2017
Q1 | $3.49M | Sell |
50,499
-2,667
| -5% | -$184K | 3.16% | 12 |
|
|
2016
Q4 | $3.66M | Sell |
53,166
-1,366
| -3% | -$93.9K | 3.63% | 12 |
|
|
2016
Q3 | $3.39M | Buy |
+54,532
| New | +$3.39M | 3.58% | 12 |
|