Narus Financial Partners’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 | $2.09M | Sell |
19,103
-4,407
| -19% | -$482K | 0.65% | 31 |
|
|
2025
Q1 | $2.46M | Sell |
23,510
-1,605
| -6% | -$168K | 0.84% | 22 |
|
|
2024
Q4 | $2.89M | Buy |
25,115
+1,428
| +6% | +$165K | 0.98% | 15 |
|
|
2024
Q3 | $2.77M | Buy |
23,687
+2,906
| +14% | +$340K | 0.99% | 18 |
|
|
2024
Q2 | $2.22M | Buy |
20,781
+4,286
| +26% | +$457K | 0.89% | 21 |
|
|
2024
Q1 | $1.82M | Buy |
16,495
+1,940
| +13% | +$214K | 0.78% | 24 |
|
|
2023
Q4 | $1.58M | Buy |
14,555
+7,131
| +96% | +$772K | 0.76% | 22 |
|
|
2023
Q3 | $700K | Buy |
7,424
+2,212
| +42% | +$209K | 0.36% | 52 |
|
|
2023
Q2 | $519K | Sell |
5,212
-78
| -1% | -$7.77K | 0.27% | 64 |
|
|
2023
Q1 | $512K | Buy |
5,290
+2,260
| +75% | +$219K | 0.28% | 68 |
|
|
2022
Q4 | $287K | Sell |
3,030
-365
| -11% | -$34.5K | 0.17% | 84 |
|
|
2022
Q3 | $296K | Buy |
+3,395
| New | +$296K | 0.19% | 81 |
|