ORG Partners’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 | $1M | Buy |
9,108
+789
| +9% | +$86.8K | 0.21% | 98 |
|
|
2025
Q1 | $871K | Sell |
8,319
-10,454
| -56% | -$1.09M | 0.21% | 88 |
|
|
2024
Q4 | $2.16M | Buy |
18,773
+302
| +2% | +$34.8K | 0.29% | 60 |
|
|
2024
Q3 | $2.16M | Sell |
18,471
-4,443
| -19% | -$520K | 0.35% | 55 |
|
|
2024
Q2 | $2.43M | Buy |
+22,914
| New | +$2.43M | 0.3% | 66 |
|
|
2024
Q1 | – | Sell |
-16,764
| Closed | -$1.82M | – | 786 |
|
|
2023
Q4 | $1.82M | Buy |
16,764
+12,772
| +320% | +$1.38M | 0.3% | 63 |
|
|
2023
Q3 | $377K | Sell |
3,992
-14,516
| -78% | -$1.37M | 0.11% | 190 |
|
|
2023
Q2 | $1.86M | Buy |
18,508
+1,095
| +6% | +$110K | 0.3% | 64 |
|
|
2023
Q1 | $1.69M | Buy |
+17,413
| New | +$1.69M | 0.41% | 48 |
|