MSH Capital Advisors’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 | $4.59M | Sell |
42,032
-1,279
| -3% | -$140K | 1.32% | 18 |
|
|
2025
Q1 | $4.53M | Sell |
43,311
-1,318
| -3% | -$138K | 1.4% | 18 |
|
|
2024
Q4 | $5.14M | Buy |
44,629
+2,698
| +6% | +$311K | 1.62% | 12 |
|
|
2024
Q3 | $4.9M | Sell |
41,931
-317
| -0.8% | -$37.1K | 1.5% | 16 |
|
|
2024
Q2 | $4.51M | Buy |
42,248
+1,729
| +4% | +$184K | 1.51% | 15 |
|
|
2024
Q1 | $4.48M | Sell |
40,519
-3,641
| -8% | -$402K | 1.57% | 14 |
|
|
2023
Q4 | $4.78M | Sell |
44,160
-1,409
| -3% | -$153K | 1.79% | 12 |
|
|
2023
Q3 | $4.3M | Buy |
45,569
+2,346
| +5% | +$221K | 1.69% | 13 |
|
|
2023
Q2 | $4.31M | Sell |
43,223
-1,718
| -4% | -$171K | 1.58% | 12 |
|
|
2023
Q1 | $4.35M | Sell |
44,941
-2,128
| -5% | -$206K | 1.86% | 10 |
|
|
2022
Q4 | $4.45M | Sell |
47,069
-1,106
| -2% | -$105K | 2.01% | 6 |
|
|
2022
Q3 | $4.2M | Buy |
48,175
+1,356
| +3% | +$118K | 2.07% | 7 |
|
|
2022
Q2 | $4.33M | Buy |
46,819
+4,156
| +10% | +$384K | 2.01% | 9 |
|
|
2022
Q1 | $4.6M | Buy |
42,663
+4,751
| +13% | +$513K | 1.9% | 9 |
|
|
2021
Q4 | $4.34M | Buy |
+37,912
| New | +$4.34M | 1.94% | 11 |
|