Rothschild Capital Partners’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 |
-3,149
| Closed | -$329K | – | 94 |
|
|
2025
Q1 | $329K | Sell |
3,149
-927
| -23% | -$96.9K | 0.09% | 63 |
|
|
2024
Q4 | $470K | Sell |
4,076
-69
| -2% | -$7.95K | 0.11% | 51 |
|
|
2024
Q3 | $485K | Buy |
4,145
+42
| +1% | +$4.91K | 0.14% | 36 |
|
|
2024
Q2 | $438K | Buy |
4,103
+201
| +5% | +$21.4K | 0.13% | 36 |
|
|
2024
Q1 | $431K | Buy |
+3,902
| New | +$431K | 0.13% | 31 |
|