Novak & Powell Financial Services’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 | $1.61M | Sell |
14,725
-5,124
| -26% | -$560K | 1.12% | 18 |
|
|
2025
Q1 | $2.08M | Sell |
19,849
-1,529
| -7% | -$160K | 1.29% | 19 |
|
|
2024
Q4 | $2.46M | Buy |
21,378
+70
| +0.3% | +$8.07K | 1.47% | 18 |
|
|
2024
Q3 | $2.49M | Buy |
21,308
+310
| +1% | +$36.3K | 1.44% | 16 |
|
|
2024
Q2 | $2.24M | Sell |
20,998
-6,574
| -24% | -$701K | 1.39% | 18 |
|
|
2024
Q1 | $1.69M | Buy |
27,572
+6,593
| +31% | +$404K | 1.26% | 18 |
|
|
2023
Q4 | $2.27M | Buy |
+20,979
| New | +$2.27M | 1.51% | 15 |
|