Patron 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 | $245K | Hold |
2,240
| – | – | 0.12% | 156 |
|
|
2025
Q1 | $234K | Buy |
2,240
+2
| +0.1% | +$209 | 0.13% | 155 |
|
|
2024
Q4 | $258K | Hold |
2,238
| – | – | 0.14% | 144 |
|
|
2024
Q3 | $262K | Buy |
2,238
+150
| +7% | +$17.5K | 0.14% | 142 |
|
|
2024
Q2 | $223K | Sell |
2,088
-187
| -8% | -$19.9K | 0.13% | 152 |
|
|
2024
Q1 | $251K | Buy |
+2,275
| New | +$251K | 0.15% | 149 |
|