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