New Century 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 | $883K | Buy |
+8,077
| New | +$883K | 1.04% | 38 |
|
|
2025
Q1 | – | Sell |
-8,366
| Closed | -$972K | – | 215 |
|
|
2024
Q4 | $972K | Buy |
8,366
+386
| +5% | +$44.9K | 0.41% | 61 |
|
|
2024
Q3 | $933K | Buy |
7,980
+314
| +4% | +$36.7K | 0.34% | 80 |
|
|
2024
Q2 | $818K | Buy |
+7,666
| New | +$818K | 0.35% | 86 |
|
|
2024
Q1 | – | Sell |
-4,201
| Closed | -$455K | – | 188 |
|
|
2023
Q4 | $455K | Buy |
+4,201
| New | +$455K | 0.39% | 90 |
|