Paladin Advisory Group’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 | $1.21M | Sell |
11,089
-1,133
| -9% | -$124K | 0.93% | 35 |
|
|
2025
Q1 | $1.28M | Sell |
12,222
-13,626
| -53% | -$1.42M | 1.02% | 33 |
|
|
2024
Q4 | $2.98M | Sell |
25,848
-245
| -0.9% | -$28.2K | 2.28% | 15 |
|
|
2024
Q3 | $3.05M | Buy |
26,093
+844
| +3% | +$98.7K | 2.25% | 15 |
|
|
2024
Q2 | $2.67M | Sell |
25,249
-307
| -1% | -$32.5K | 2.08% | 17 |
|
|
2024
Q1 | $2.8M | Buy |
25,556
+517
| +2% | +$56.6K | 2.21% | 14 |
|
|
2023
Q4 | $2.71M | Sell |
25,039
-3,210
| -11% | -$347K | 2.24% | 14 |
|
|
2023
Q3 | $2.66M | Sell |
28,249
-18
| -0.1% | -$1.7K | 2.25% | 11 |
|
|
2023
Q2 | $2.82M | Sell |
28,267
-389
| -1% | -$38.8K | 2.26% | 12 |
|
|
2023
Q1 | $2.77M | Buy |
+28,656
| New | +$2.77M | 2.3% | 12 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 109 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 108 |
|
|
2022
Q2 | – | Sell |
-32,379
| Closed | -$3.53M | – | 109 |
|
|
2022
Q1 | $3.53M | Buy |
+32,379
| New | +$3.53M | 2.87% | 9 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 106 |
|