Redwood Wealth Management Group’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 | $1.61M | Sell |
14,735
-15
| -0.1% | -$1.64K | 0.72% | 41 |
|
|
2025
Q1 | $1.54M | Sell |
14,750
-44
| -0.3% | -$4.6K | 0.78% | 36 |
|
|
2024
Q4 | $1.7M | Sell |
14,794
-322
| -2% | -$37.1K | 0.83% | 30 |
|
|
2024
Q3 | $1.77M | Sell |
15,116
-179
| -1% | -$20.9K | 0.88% | 32 |
|
|
2024
Q2 | $1.63M | Buy |
15,295
+218
| +1% | +$23.3K | 1.23% | 20 |
|
|
2024
Q1 | $1.67M | Sell |
15,077
-14
| -0.1% | -$1.55K | 1.77% | 17 |
|
|
2023
Q4 | $1.63M | Sell |
15,091
-25
| -0.2% | -$2.71K | 1.81% | 15 |
|
|
2023
Q3 | $1.43M | Sell |
15,116
-446
| -3% | -$42.1K | 1.67% | 15 |
|
|
2023
Q2 | $1.55M | Hold |
15,562
| – | – | 1.72% | 15 |
|
|
2023
Q1 | $1.5M | Sell |
15,562
-106
| -0.7% | -$10.3K | 1.71% | 16 |
|
|
2022
Q4 | $1.48M | Buy |
+15,668
| New | +$1.48M | 1.85% | 15 |
|