Mutual of America Capital Management’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 | $2.76M | Sell |
25,270
-11,773
| -32% | -$1.29M | 0.03% | 690 |
|
2025
Q1 | $3.87M | Sell |
37,043
-5,284
| -12% | -$553K | 0.04% | 532 |
|
2024
Q4 | $4.88M | Buy |
42,327
+16,144
| +62% | +$1.86M | 0.05% | 456 |
|
2024
Q3 | $3.06M | Sell |
26,183
-5,509
| -17% | -$644K | 0.03% | 717 |
|
2024
Q2 | $3.38M | Buy |
31,692
+2,619
| +9% | +$279K | 0.04% | 653 |
|
2024
Q1 | $3.21M | Sell |
29,073
-2,686
| -8% | -$297K | 0.03% | 693 |
|
2023
Q4 | $3.44M | Sell |
31,759
-19,181
| -38% | -$2.08M | 0.04% | 650 |
|
2023
Q3 | $4.81M | Buy |
50,940
+27,794
| +120% | +$2.62M | 0.06% | 418 |
|
2023
Q2 | $2.31M | Sell |
23,146
-15,160
| -40% | -$1.51M | 0.03% | 841 |
|
2023
Q1 | $3.7M | Buy |
38,306
+18,925
| +98% | +$1.83M | 0.04% | 623 |
|
2022
Q4 | $1.83M | Sell |
19,381
-24,945
| -56% | -$2.36M | 0.02% | 926 |
|
2022
Q3 | $3.87M | Buy |
44,326
+13,144
| +42% | +$1.15M | 0.05% | 544 |
|
2022
Q2 | $2.88M | Buy |
31,182
+6,928
| +29% | +$640K | 0.04% | 715 |
|
2022
Q1 | $2.62M | Sell |
24,254
-2,864
| -11% | -$309K | 0.03% | 842 |
|
2021
Q4 | $3.11M | Buy |
27,118
+2,020
| +8% | +$231K | 0.03% | 805 |
|
2021
Q3 | $2.74M | Sell |
25,098
-6,283
| -20% | -$686K | 0.03% | 831 |
|
2021
Q2 | $3.55M | Sell |
31,381
-3,678
| -10% | -$415K | 0.04% | 717 |
|
2021
Q1 | $3.81M | Buy |
35,059
+10,689
| +44% | +$1.16M | 0.04% | 669 |
|
2020
Q4 | $2.24M | Sell |
24,370
-12,974
| -35% | -$1.19M | 0.03% | 862 |
|
2020
Q3 | $2.62M | Buy |
37,344
+25,233
| +208% | +$1.77M | 0.04% | 686 |
|
2020
Q2 | $827K | Sell |
12,111
-5,668
| -32% | -$387K | 0.01% | 1076 |
|
2020
Q1 | $998K | Buy |
17,779
+5,519
| +45% | +$310K | 0.02% | 987 |
|
2019
Q4 | $1.03M | Buy |
12,260
+3,223
| +36% | +$270K | 0.01% | 1080 |
|
2019
Q3 | $703K | Buy |
9,037
+4,575
| +103% | +$356K | 0.01% | 1100 |
|
2019
Q2 | $349K | Sell |
4,462
-8,727
| -66% | -$683K | ﹤0.01% | 1135 |
|
2019
Q1 | $1.02M | Buy |
13,189
+4,476
| +51% | +$345K | 0.01% | 1067 |
|
2018
Q4 | $604K | Buy |
8,713
+770
| +10% | +$53.4K | 0.01% | 1110 |
|
2018
Q3 | $693K | Buy |
+7,943
| New | +$693K | 0.01% | 1127 |
|