Nikulski 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 | $7.71M | Sell |
70,589
-5,028
| -7% | -$550K | 2.11% | 14 |
|
|
2025
Q1 | $7.91M | Sell |
75,617
-2,481
| -3% | -$259K | 2.39% | 11 |
|
|
2024
Q4 | $9M | Sell |
78,098
-2,397
| -3% | -$276K | 2.65% | 9 |
|
|
2024
Q3 | $9.41M | Buy |
80,495
+1,120
| +1% | +$131K | 2.82% | 9 |
|
|
2024
Q2 | $8.47M | Sell |
79,375
-535
| -0.7% | -$57.1K | 2.69% | 11 |
|
|
2024
Q1 | $8.83M | Sell |
79,910
-609
| -0.8% | -$67.3K | 2.93% | 6 |
|
|
2023
Q4 | $8.72M | Sell |
80,519
-399
| -0.5% | -$43.2K | 3.19% | 4 |
|
|
2023
Q3 | $7.63M | Buy |
80,918
+3,137
| +4% | +$296K | 3.16% | 4 |
|
|
2023
Q2 | $7.75M | Buy |
77,781
+2,754
| +4% | +$274K | 3.2% | 4 |
|
|
2023
Q1 | $7.26M | Buy |
75,027
+483
| +0.6% | +$46.7K | 3.21% | 3 |
|
|
2022
Q4 | $7.05M | Sell |
74,544
-370
| -0.5% | -$35K | 3.36% | 3 |
|
|
2022
Q3 | $6.53M | Buy |
74,914
+1,631
| +2% | +$142K | 3.38% | 4 |
|
|
2022
Q2 | $6.77M | Buy |
73,283
+299
| +0.4% | +$27.6K | 3.36% | 5 |
|
|
2022
Q1 | $7.87M | Buy |
72,984
+515
| +0.7% | +$55.6K | 3.33% | 5 |
|
|
2021
Q4 | $8.3M | Sell |
72,469
-357
| -0.5% | -$40.9K | 3.48% | 4 |
|
|
2021
Q3 | $7.95M | Buy |
72,826
+359
| +0.5% | +$39.2K | 3.68% | 4 |
|
|
2021
Q2 | $7.94M | Buy |
72,467
+4,610
| +7% | +$505K | 3.7% | 4 |
|
|
2021
Q1 | $7.37M | Buy |
67,857
+1,715
| +3% | +$186K | 3.78% | 4 |
|
|
2020
Q4 | $6.08M | Buy |
66,142
+4,605
| +7% | +$423K | 3.33% | 5 |
|
|
2020
Q3 | $4.32M | Buy |
61,537
+3,150
| +5% | +$221K | 2.74% | 7 |
|
|
2020
Q2 | $3.99M | Sell |
58,387
-2,039
| -3% | -$139K | 2.8% | 9 |
|
|
2020
Q1 | $3.39M | Sell |
60,426
-1,261
| -2% | -$70.8K | 2.96% | 8 |
|
|
2019
Q4 | $5.09M | Buy |
61,687
+4,231
| +7% | +$349K | 3.68% | 5 |
|
|
2019
Q3 | $4.42M | Buy |
57,456
+1,807
| +3% | +$139K | 3.68% | 6 |
|
|
2019
Q2 | $4.3M | Buy |
55,649
+4,085
| +8% | +$316K | 3.64% | 6 |
|
|
2019
Q1 | $3.98M | Sell |
51,564
-7,072
| -12% | -$546K | 3.87% | 5 |
|
|
2018
Q4 | $4.07M | Sell |
58,636
-3,113
| -5% | -$216K | 4.27% | 6 |
|
|
2018
Q3 | $4.82M | Buy |
61,749
+9,077
| +17% | +$708K | 4.49% | 4 |
|
|
2018
Q2 | $4.4M | Buy |
52,672
+7,957
| +18% | +$664K | 4.05% | 5 |
|
|
2018
Q1 | $3.44M | Buy |
44,715
+3,440
| +8% | +$265K | 3.42% | 6 |
|
|
2017
Q4 | $3.17M | Buy |
+41,275
| New | +$3.17M | 3.42% | 8 |
|