Rodgers & Associates’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 | – | Sell |
-1,976
| Closed | -$207K | – | 105 |
|
|
2025
Q1 | $207K | Buy |
+1,976
| New | +$207K | 0.03% | 95 |
|
|
2022
Q1 | – | Sell |
-2,244
| Closed | -$257K | – | 93 |
|
|
2021
Q4 | $257K | Sell |
2,244
-155
| -6% | -$17.8K | 0.04% | 85 |
|
|
2021
Q3 | $262K | Buy |
2,399
+99
| +4% | +$10.8K | 0.04% | 80 |
|
|
2021
Q2 | $260K | Buy |
2,300
+320
| +16% | +$36.2K | 0.04% | 78 |
|
|
2021
Q1 | $215K | Buy |
+1,980
| New | +$215K | 0.04% | 87 |
|