Nadler Financial Group’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 | $415K | Buy |
3,796
+390
| +11% | +$42.6K | 0.04% | 84 |
|
|
2025
Q1 | $356K | Hold |
3,406
| – | – | 0.04% | 87 |
|
|
2024
Q4 | $392K | Hold |
3,406
| – | – | 0.04% | 81 |
|
|
2024
Q3 | $398K | Hold |
3,406
| – | – | 0.04% | 80 |
|
|
2024
Q2 | $363K | Sell |
3,406
-233
| -6% | -$24.9K | 0.04% | 76 |
|
|
2024
Q1 | $402K | Buy |
3,639
+405
| +13% | +$44.8K | 0.05% | 73 |
|
|
2023
Q4 | $350K | Buy |
3,234
+98
| +3% | +$10.6K | 0.05% | 77 |
|
|
2023
Q3 | $296K | Hold |
3,136
| – | – | 0.04% | 78 |
|
|
2023
Q2 | $313K | Sell |
3,136
-185
| -6% | -$18.4K | 0.05% | 80 |
|
|
2023
Q1 | $321K | Buy |
3,321
+240
| +8% | +$23.2K | 0.05% | 80 |
|
|
2022
Q4 | $292K | Hold |
3,081
| – | – | 0.05% | 84 |
|
|
2022
Q3 | $269K | Buy |
+3,081
| New | +$269K | 0.05% | 82 |
|