Prospect Financial Services’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 | $911K | Buy |
8,340
+14
| +0.2% | +$1.53K | 0.57% | 41 |
|
2025
Q1 | $871K | Sell |
8,326
-1,904
| -19% | -$199K | 0.48% | 39 |
|
2024
Q4 | $1.18M | Buy |
10,230
+2,547
| +33% | +$293K | 0.64% | 35 |
|
2024
Q3 | $899K | Sell |
7,683
-256
| -3% | -$29.9K | 0.56% | 39 |
|
2024
Q2 | $847K | Sell |
7,939
-417
| -5% | -$44.5K | 0.65% | 36 |
|
2024
Q1 | $924K | Buy |
8,356
+3,216
| +63% | +$355K | 0.76% | 32 |
|
2023
Q4 | $556K | Buy |
+5,140
| New | +$556K | 0.56% | 34 |
|