Moody Aldrich Partners’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
Q1 | – | Sell |
-1,900
| Closed | -$219K | – | 189 |
|
|
2024
Q4 | $219K | Hold |
1,900
| – | – | 0.04% | 189 |
|
|
2024
Q3 | $222K | Hold |
1,900
| – | – | 0.04% | 186 |
|
|
2024
Q2 | $203K | Hold |
1,900
| – | – | 0.04% | 193 |
|
|
2024
Q1 | $210K | Hold |
1,900
| – | – | 0.04% | 210 |
|
|
2023
Q4 | $206K | Buy |
+1,900
| New | +$206K | 0.04% | 193 |
|
|
2023
Q1 | – | Sell |
-2,160
| Closed | -$204K | – | 171 |
|
|
2022
Q4 | $204K | Buy |
+2,160
| New | +$204K | 0.04% | 156 |
|
|
2022
Q2 | – | Sell |
-2,160
| Closed | -$233K | – | 155 |
|
|
2022
Q1 | $233K | Hold |
2,160
| – | – | 0.03% | 144 |
|
|
2021
Q4 | $247K | Hold |
2,160
| – | – | 0.03% | 145 |
|
|
2021
Q3 | $236K | Hold |
2,160
| – | – | 0.03% | 160 |
|
|
2021
Q2 | $244K | Hold |
2,160
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $234K | Buy |
+2,160
| New | +$234K | 0.03% | 171 |
|