NavPoint Financial’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 | $972K | Sell |
8,891
-1,949
| -18% | -$213K | 0.59% | 30 |
|
|
2025
Q1 | $1.13M | Buy |
10,840
+506
| +5% | +$52.9K | 0.8% | 23 |
|
|
2024
Q4 | $1.19M | Sell |
10,334
-98
| -0.9% | -$11.3K | 0.94% | 22 |
|
|
2024
Q3 | $1.22M | Buy |
10,432
+91
| +0.9% | +$10.6K | 0.98% | 21 |
|
|
2024
Q2 | $1.1M | Sell |
10,341
-426
| -4% | -$45.4K | 0.96% | 23 |
|
|
2024
Q1 | $1.19M | Buy |
10,767
+638
| +6% | +$70.5K | 1.03% | 21 |
|
|
2023
Q4 | $1.1M | Buy |
+10,129
| New | +$1.1M | 1.01% | 21 |
|