Rockport Wealth’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 | $1.12M | Buy |
+10,219
| New | +$1.12M | 0.26% | 37 |
|
|
2025
Q1 | – | Sell |
-12,591
| Closed | -$1.45M | – | 52 |
|
|
2024
Q4 | $1.45M | Sell |
12,591
-215
| -2% | -$24.8K | 0.65% | 24 |
|
|
2024
Q3 | $1.5M | Sell |
12,806
-867
| -6% | -$101K | 0.4% | 23 |
|
|
2024
Q2 | $1.46M | Sell |
13,673
-158
| -1% | -$16.9K | 0.62% | 22 |
|
|
2024
Q1 | $1.52M | Buy |
+13,831
| New | +$1.52M | 1.01% | 15 |
|