NCM
Northside Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $345K | Hold |
3,158
| – | – | 0.03% | 151 |
|
2025
Q1 | $330K | Hold |
3,158
| – | – | 0.05% | 83 |
|
2024
Q4 | $364K | Hold |
3,158
| – | – | 0.1% | 75 |
|
2024
Q3 | $369K | Hold |
3,158
| – | – | 0.06% | 76 |
|
2024
Q2 | $337K | Hold |
3,158
| – | – | 0.06% | 74 |
|
2024
Q1 | $349K | Hold |
3,158
| – | – | 0.06% | 75 |
|
2023
Q4 | $342K | Buy |
3,158
+12
| +0.4% | +$1.3K | 0.11% | 75 |
|
2023
Q3 | $297K | Sell |
3,146
-1
| -0% | -$94 | 0.07% | 74 |
|
2023
Q2 | $314K | Buy |
3,147
+709
| +29% | +$70.6K | 0.11% | 70 |
|
2023
Q1 | $236K | Buy |
2,438
+9
| +0.4% | +$870 | 0.06% | 86 |
|
2022
Q4 | $230K | Buy |
+2,429
| New | +$230K | 0.07% | 85 |
|