Napatree Capital’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
Q1 | $1.91M | Buy |
18,284
+1,347
| +8% | +$141K | 1.08% | 21 |
|
|
2024
Q4 | $1.95M | Buy |
16,937
+5,431
| +47% | +$626K | 1.15% | 22 |
|
|
2024
Q3 | $1.35M | Buy |
11,506
+2,717
| +31% | +$318K | 0.94% | 26 |
|
|
2024
Q2 | $937K | Buy |
8,789
+2,038
| +30% | +$217K | 0.76% | 35 |
|
|
2024
Q1 | $705K | Buy |
6,751
+791
| +13% | +$82.6K | 0.68% | 55 |
|
|
2023
Q4 | $645K | Buy |
+5,960
| New | +$645K | 0.65% | 67 |
|