Morton Brown Family Wealth’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 | $90.1K | Sell |
824
-32
| -4% | -$3.5K | 0.03% | 87 |
|
|
2025
Q1 | $89.5K | Sell |
856
-10
| -1% | -$1.05K | 0.03% | 84 |
|
|
2024
Q4 | $99.8K | Sell |
866
-12
| -1% | -$1.38K | 0.03% | 81 |
|
|
2024
Q3 | $103K | Sell |
878
-75
| -8% | -$8.77K | 0.04% | 74 |
|
|
2024
Q2 | $109K | Sell |
953
-17
| -2% | -$1.95K | 0.04% | 70 |
|
|
2024
Q1 | $107K | Sell |
970
-56
| -5% | -$6.19K | 0.04% | 66 |
|
|
2023
Q4 | $111K | Buy |
1,026
+123
| +14% | +$13.3K | 0.05% | 71 |
|
|
2023
Q3 | $85.2K | Sell |
903
-60
| -6% | -$5.66K | 0.04% | 64 |
|
|
2023
Q2 | $96K | Sell |
963
-11
| -1% | -$1.1K | 0.05% | 63 |
|
|
2023
Q1 | $94.2K | Buy |
974
+4
| +0.4% | +$387 | 0.06% | 63 |
|
|
2022
Q4 | $91.8K | Sell |
970
-170
| -15% | -$16.1K | 0.06% | 64 |
|
|
2022
Q3 | $99K | Sell |
1,140
-113
| -9% | -$9.81K | 0.08% | 54 |
|
|
2022
Q2 | $116K | Sell |
1,253
-15
| -1% | -$1.39K | 0.09% | 49 |
|
|
2022
Q1 | $137K | Sell |
1,268
-17
| -1% | -$1.84K | 0.1% | 48 |
|
|
2021
Q4 | $147K | Buy |
+1,285
| New | +$147K | 0.11% | 48 |
|