Nabity-Jensen Investment 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 | $479K | Hold |
4,380
| – | – | 0.35% | 46 |
|
|
2025
Q1 | $458K | Hold |
4,380
| – | – | 0.36% | 46 |
|
|
2024
Q4 | $505K | Hold |
4,380
| – | – | 0.38% | 46 |
|
|
2024
Q3 | $512K | Sell |
4,380
-187
| -4% | -$21.9K | 0.39% | 47 |
|
|
2024
Q2 | $487K | Hold |
4,567
| – | – | 0.4% | 46 |
|
|
2024
Q1 | $505K | Hold |
4,567
| – | – | 0.42% | 45 |
|
|
2023
Q4 | $494K | Buy |
+4,567
| New | +$494K | 0.44% | 44 |
|