PPS&V Asset Management Consultants’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 | $8.72M | Buy |
79,802
+6,439
| +9% | +$704K | 5.5% | 5 |
|
|
2025
Q1 | $7.67M | Buy |
73,363
+545
| +0.7% | +$57K | 5.57% | 6 |
|
|
2024
Q4 | $8.39M | Sell |
72,818
-637
| -0.9% | -$73.4K | 5.67% | 6 |
|
|
2024
Q3 | $8.59M | Buy |
73,455
+949
| +1% | +$111K | 5.89% | 5 |
|
|
2024
Q2 | $7.73M | Buy |
72,506
+181
| +0.3% | +$19.3K | 5.54% | 5 |
|
|
2024
Q1 | $7.99M | Buy |
72,325
+384
| +0.5% | +$42.4K | 5.89% | 5 |
|
|
2023
Q4 | $7.79M | Buy |
71,941
+5,023
| +8% | +$544K | 5.96% | 5 |
|
|
2023
Q3 | $6.31M | Buy |
66,918
+1,841
| +3% | +$174K | 5.44% | 5 |
|
|
2023
Q2 | $6.76M | Sell |
65,077
-3,965
| -6% | -$412K | 5.47% | 6 |
|
|
2023
Q1 | $6.68M | Sell |
69,042
-602
| -0.9% | -$58.2K | 5.74% | 5 |
|
|
2022
Q4 | $6.59M | Buy |
+69,644
| New | +$6.59M | 6.28% | 5 |
|