Romano Brothers & Co’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
$5.55M Sell
50,740
-2,369
-4% -$259K 0.69% 37
2025
Q1
$5.55M Buy
53,109
+3,985
+8% +$417K 0.72% 35
2024
Q4
$5.66M Buy
49,124
+3,988
+9% +$459K 0.71% 36
2024
Q3
$5.28M Buy
45,136
+3,785
+9% +$443K 0.66% 41
2024
Q2
$4.41M Buy
41,351
+734
+2% +$78.3K 0.61% 47
2024
Q1
$4.49M Sell
40,617
-450
-1% -$49.7K 0.61% 49
2023
Q4
$4.45M Sell
41,067
-472
-1% -$51.1K 0.66% 46
2023
Q3
$3.92M Buy
41,539
+260
+0.6% +$24.5K 0.61% 50
2023
Q2
$4.11M Buy
41,279
+1,496
+4% +$149K 0.61% 50
2023
Q1
$3.85M Buy
39,783
+191
+0.5% +$18.5K 0.59% 56
2022
Q4
$3.75M Sell
39,592
-591
-1% -$55.9K 0.57% 55
2022
Q3
$3.5M Buy
+40,183
New +$3.5M 0.57% 56