RWM
Ritholtz Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
141,729
+100,400
| +243% | +$11M | 0.34% | 36 |
|
|
2025
Q1 | $4.32M | Buy |
41,329
+21,513
| +109% | +$2.25M | 0.13% | 110 |
|
|
2024
Q4 | $2.28M | Buy |
19,816
+259
| +1% | +$29.8K | 0.07% | 202 |
|
|
2024
Q3 | $2.29M | Sell |
19,557
-3,736
| -16% | -$437K | 0.07% | 201 |
|
|
2024
Q2 | $2.48M | Buy |
23,293
+472
| +2% | +$50.3K | 0.08% | 160 |
|
|
2024
Q1 | $2.52M | Buy |
22,821
+2,997
| +15% | +$331K | 0.09% | 156 |
|
|
2023
Q4 | $2.15M | Buy |
19,824
+6,157
| +45% | +$666K | 0.08% | 155 |
|
|
2023
Q3 | $1.29M | Buy |
13,667
+11,027
| +418% | +$1.04M | 0.06% | 222 |
|
|
2023
Q2 | $263K | Buy |
+2,640
| New | +$263K | 0.01% | 571 |
|
|
2022
Q2 | – | Sell |
-2,046
| Closed | -$221K | – | 565 |
|
|
2022
Q1 | $221K | Buy |
+2,046
| New | +$221K | 0.01% | 486 |
|