Olistico Wealth’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 | $3M | Buy |
27,452
+3,278
| +14% | +$358K | 1.67% | 14 |
|
|
2025
Q1 | $2.53M | Buy |
24,174
+1,094
| +5% | +$114K | 1.56% | 15 |
|
|
2024
Q4 | $2.66M | Buy |
23,080
+1,398
| +6% | +$161K | 1.55% | 14 |
|
|
2024
Q3 | $2.54M | Buy |
21,682
+1,748
| +9% | +$204K | 1.55% | 15 |
|
|
2024
Q2 | $2.13M | Buy |
19,934
+561
| +3% | +$59.8K | 1.36% | 16 |
|
|
2024
Q1 | $2.14M | Buy |
19,373
+856
| +5% | +$94.6K | 1.55% | 13 |
|
|
2023
Q4 | $2M | Buy |
18,517
+4,031
| +28% | +$436K | 1.57% | 13 |
|
|
2023
Q3 | $1.37M | Buy |
14,486
+489
| +3% | +$46.1K | 1.22% | 18 |
|
|
2023
Q2 | $1.39M | Sell |
13,997
-5,810
| -29% | -$579K | 1.19% | 19 |
|
|
2023
Q1 | $1.92M | Buy |
19,807
+1,063
| +6% | +$103K | 1.84% | 10 |
|
|
2022
Q4 | $1.77M | Buy |
+18,744
| New | +$1.77M | 1.92% | 10 |
|