Morningstar Investment Services’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 |
-1,974
| Closed | -$227K | – | 143 |
|
|
2024
Q4 | $227K | Sell |
1,974
-23,710
| -92% | -$2.73M | 0.02% | 140 |
|
|
2024
Q3 | $2.99M | Buy |
25,684
+7,457
| +41% | +$869K | 0.03% | 161 |
|
|
2024
Q2 | $1.93M | Buy |
18,227
+5,831
| +47% | +$617K | 0.02% | 164 |
|
|
2024
Q1 | $1.36M | Sell |
12,396
-4,489
| -27% | -$494K | 0.02% | 175 |
|
|
2023
Q4 | $1.85M | Buy |
16,885
+13,300
| +371% | +$1.46M | 0.01% | 190 |
|
|
2023
Q3 | $340K | Buy |
+3,585
| New | +$340K | ﹤0.01% | 235 |
|