Newport Capital Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $330K | Buy |
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|
2025
Q2 | $303K | Sell |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $330K | Sell |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $321K | Buy |
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $327K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $670K | Buy |
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|
2022
Q2 | $357K | Hold |
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|
2022
Q1 | $418K | Hold |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $383K | Hold |
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|
2021
Q2 | $397K | Sell |
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|
2021
Q1 | $386K | Hold |
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|
2020
Q4 | $327K | Buy |
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