Rockwood Wealth 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 | $1.66M | Sell |
15,144
-896
| -6% | -$97.9K | 0.15% | 27 |
|
|
2025
Q1 | $1.68M | Sell |
16,040
-1,505
| -9% | -$157K | 0.17% | 28 |
|
|
2024
Q4 | $2.02M | Buy |
17,545
+685
| +4% | +$78.8K | 0.22% | 26 |
|
|
2024
Q3 | $1.97M | Buy |
16,860
+1,578
| +10% | +$185K | 0.22% | 25 |
|
|
2024
Q2 | $1.63M | Buy |
15,282
+439
| +3% | +$46.8K | 0.2% | 29 |
|
|
2024
Q1 | $1.64M | Buy |
14,843
+706
| +5% | +$78K | 0.21% | 25 |
|
|
2023
Q4 | $1.53M | Buy |
14,137
+1,428
| +11% | +$155K | 0.22% | 26 |
|
|
2023
Q3 | $1.2M | Buy |
12,709
+227
| +2% | +$21.4K | 0.2% | 25 |
|
|
2023
Q2 | $1.24M | Buy |
12,482
+6,035
| +94% | +$601K | 0.21% | 27 |
|
|
2023
Q1 | $623K | Sell |
6,447
-339
| -5% | -$32.8K | 0.12% | 37 |
|
|
2022
Q4 | $642K | Sell |
6,786
-109
| -2% | -$10.3K | 0.15% | 35 |
|
|
2022
Q3 | $601K | Sell |
6,895
-12
| -0.2% | -$1.05K | 0.19% | 31 |
|
|
2022
Q2 | $638K | Sell |
6,907
-650
| -9% | -$60.1K | 0.3% | 27 |
|
|
2022
Q1 | $815K | Buy |
7,557
+115
| +2% | +$12.4K | 0.39% | 23 |
|
|
2021
Q4 | $852K | Buy |
+7,442
| New | +$852K | 0.38% | 29 |
|