Richardson Capital Management’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 | $240K | Sell |
2,200
-21
| -0.9% | -$2.3K | 0.13% | 31 |
|
2025
Q1 | $232K | Buy |
2,221
+235
| +12% | +$24.6K | 0.14% | 31 |
|
2024
Q4 | $229K | Buy |
1,986
+1,256
| +172% | +$145K | 0.15% | 31 |
|
2024
Q3 | $85.3K | Sell |
730
-54
| -7% | -$6.31K | 0.06% | 48 |
|
2024
Q2 | $83.6K | Sell |
784
-91
| -10% | -$9.7K | 0.06% | 52 |
|
2024
Q1 | $96.7K | Buy |
875
+202
| +30% | +$22.3K | 0.08% | 43 |
|
2023
Q4 | $72.8K | Buy |
+673
| New | +$72.8K | 0.07% | 46 |
|