Oarsman Capital’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 | $354K | Hold |
3,237
| – | – | 0.06% | 169 |
|
|
2025
Q1 | $338K | Sell |
3,237
-19
| -0.6% | -$1.99K | 0.06% | 166 |
|
|
2024
Q4 | $375K | Sell |
3,256
-1,133
| -26% | -$131K | 0.07% | 151 |
|
|
2024
Q3 | $513K | Buy |
4,389
+1,371
| +45% | +$160K | 0.09% | 131 |
|
|
2024
Q2 | $322K | Buy |
3,018
+28
| +0.9% | +$2.99K | 0.07% | 167 |
|
|
2024
Q1 | $330K | Buy |
2,990
+179
| +6% | +$19.8K | 0.08% | 162 |
|
|
2023
Q4 | $304K | Sell |
2,811
-6
| -0.2% | -$650 | 0.08% | 171 |
|
|
2023
Q3 | $266K | Sell |
2,817
-5
| -0.2% | -$472 | 0.11% | 143 |
|
|
2023
Q2 | $281K | Sell |
2,822
-755
| -21% | -$75.2K | 0.12% | 137 |
|
|
2023
Q1 | $346K | Buy |
3,577
+130
| +4% | +$12.6K | 0.16% | 119 |
|
|
2022
Q4 | $326K | Sell |
3,447
-51
| -1% | -$4.83K | 0.17% | 121 |
|
|
2022
Q3 | $305K | Hold |
3,498
| – | – | 0.16% | 126 |
|
|
2022
Q2 | $323K | Sell |
3,498
-184
| -5% | -$17K | 0.16% | 133 |
|
|
2022
Q1 | $397K | Buy |
3,682
+225
| +7% | +$24.3K | 0.16% | 135 |
|
|
2021
Q4 | $396K | Buy |
3,457
+75
| +2% | +$8.59K | 0.16% | 133 |
|
|
2021
Q3 | $369K | Buy |
3,382
+55
| +2% | +$6K | 0.15% | 140 |
|
|
2021
Q2 | $376K | Sell |
3,327
-327
| -9% | -$37K | 0.15% | 138 |
|
|
2021
Q1 | $397K | Sell |
3,654
-2,366
| -39% | -$257K | 0.17% | 132 |
|
|
2020
Q4 | $553K | Sell |
6,020
-180
| -3% | -$16.5K | 0.21% | 109 |
|
|
2020
Q3 | $435K | Buy |
6,200
+790
| +15% | +$55.4K | 0.2% | 108 |
|
|
2020
Q2 | $369K | Buy |
5,410
+248
| +5% | +$16.9K | 0.18% | 109 |
|
|
2020
Q1 | $290K | Sell |
5,162
-175
| -3% | -$9.83K | 0.27% | 84 |
|
|
2019
Q4 | $448K | Buy |
5,337
+58
| +1% | +$4.87K | 0.2% | 113 |
|
|
2019
Q3 | $411K | Sell |
5,279
-464
| -8% | -$36.1K | 0.2% | 115 |
|
|
2019
Q2 | $450K | Sell |
5,743
-34
| -0.6% | -$2.66K | 0.2% | 109 |
|
|
2019
Q1 | $446K | Sell |
5,777
-18
| -0.3% | -$1.39K | 0.21% | 110 |
|
|
2018
Q4 | $402K | Sell |
5,795
-101
| -2% | -$7.01K | 0.21% | 111 |
|
|
2018
Q3 | $514K | Sell |
5,896
-540
| -8% | -$47.1K | 0.21% | 110 |
|
|
2018
Q2 | $537K | Sell |
6,436
-1,287
| -17% | -$107K | 0.24% | 105 |
|
|
2018
Q1 | $595K | Sell |
7,723
-165
| -2% | -$12.7K | 0.27% | 102 |
|
|
2017
Q4 | $606K | Sell |
7,888
-17,886
| -69% | -$1.37M | 0.26% | 101 |
|
|
2017
Q3 | $1.91M | Buy |
25,774
+7,016
| +37% | +$521K | 0.81% | 41 |
|
|
2017
Q2 | $1.32M | Buy |
18,758
+639
| +4% | +$44.8K | 0.6% | 57 |
|
|
2017
Q1 | $1.25M | Buy |
18,119
+5,735
| +46% | +$397K | 0.58% | 57 |
|
|
2016
Q4 | $852K | Sell |
12,384
-2,720
| -18% | -$187K | 0.55% | 64 |
|
|
2016
Q3 | $938K | Buy |
15,104
+752
| +5% | +$46.7K | 0.48% | 74 |
|
|
2016
Q2 | $834K | Buy |
14,352
+4,236
| +42% | +$246K | 0.43% | 76 |
|
|
2016
Q1 | $569K | Buy |
+10,116
| New | +$569K | 0.3% | 90 |
|