Oak Harvest Investment 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 | $207K | Buy |
+1,892
| New | +$207K | 0.03% | 152 |
|
|
2025
Q1 | – | Sell |
-1,820
| Closed | -$210K | – | 152 |
|
|
2024
Q4 | $210K | Buy |
1,820
+14
| +0.8% | +$1.61K | 0.03% | 146 |
|
|
2024
Q3 | $211K | Sell |
1,806
-167
| -8% | -$19.5K | 0.03% | 128 |
|
|
2024
Q2 | $210K | Buy |
1,973
+143
| +8% | +$15.3K | 0.03% | 114 |
|
|
2024
Q1 | $202K | Buy |
+1,830
| New | +$202K | 0.03% | 118 |
|