Principal Securities’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 | $29.3M | Sell |
268,461
-59,703
| -18% | -$6.52M | 0.55% | 35 |
|
|
2025
Q1 | $37.8M | Buy |
328,164
+733
| +0.2% | +$84.5K | 0.85% | 20 |
|
|
2024
Q4 | $37.7M | Buy |
327,431
+31,613
| +11% | +$3.64M | 0.85% | 20 |
|
|
2024
Q3 | $34.6M | Buy |
295,818
+50,754
| +21% | +$5.94M | 0.84% | 18 |
|
|
2024
Q2 | $26.1M | Buy |
245,064
+16,947
| +7% | +$1.81M | 0.72% | 25 |
|
|
2024
Q1 | $25.2M | Sell |
228,117
-75,031
| -25% | -$8.29M | 0.79% | 19 |
|
|
2023
Q4 | $32.8M | Buy |
+303,148
| New | +$32.8M | 1.22% | 8 |
|