Plum Street Advisors’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 | $437K | Sell |
3,997
-15
| -0.4% | -$1.64K | 0.19% | 65 |
|
|
2025
Q1 | $420K | Hold |
4,012
| – | – | 0.2% | 64 |
|
|
2024
Q4 | $462K | Sell |
4,012
-144
| -3% | -$16.6K | 0.23% | 61 |
|
|
2024
Q3 | $486K | Buy |
4,156
+109
| +3% | +$12.7K | 0.25% | 59 |
|
|
2024
Q2 | $432K | Sell |
4,047
-109
| -3% | -$11.6K | 0.25% | 53 |
|
|
2024
Q1 | $486K | Buy |
4,156
+770
| +23% | +$90.1K | 0.25% | 59 |
|
|
2023
Q4 | $367K | Buy |
+3,386
| New | +$367K | 0.24% | 53 |
|