RTD Financial Advisors’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 | $29.9M | Sell |
273,535
-2,060
| -0.7% | -$225K | 3.83% | 8 |
|
|
2025
Q1 | $28.8M | Buy |
275,595
+148
| +0.1% | +$15.5K | 3.87% | 8 |
|
|
2024
Q4 | $31.7M | Buy |
275,447
+3,401
| +1% | +$392K | 4.07% | 8 |
|
|
2024
Q3 | $31.8M | Buy |
272,046
+6,155
| +2% | +$720K | 4.03% | 7 |
|
|
2024
Q2 | $28.4M | Buy |
265,891
+9,610
| +4% | +$1.02M | 3.81% | 8 |
|
|
2024
Q1 | $28.3M | Buy |
256,281
+1,081
| +0.4% | +$119K | 3.81% | 8 |
|
|
2023
Q4 | $27.6M | Buy |
255,200
+139
| +0.1% | +$15K | 3.88% | 8 |
|
|
2023
Q3 | $24.1M | Sell |
255,061
-1,090
| -0.4% | -$103K | 3.67% | 8 |
|
|
2023
Q2 | $25.5M | Buy |
256,151
+14,441
| +6% | +$1.44M | 3.71% | 8 |
|
|
2023
Q1 | $23.4M | Sell |
241,710
-811
| -0.3% | -$78.4K | 3.61% | 8 |
|
|
2022
Q4 | $23M | Sell |
242,521
-1,114
| -0.5% | -$105K | 3.74% | 8 |
|
|
2022
Q3 | $21.2M | Sell |
243,635
-10,734
| -4% | -$936K | 3.91% | 7 |
|
|
2022
Q2 | $23.5M | Sell |
254,369
-3,299
| -1% | -$305K | 3.61% | 7 |
|
|
2022
Q1 | $27.8M | Buy |
257,668
+9,569
| +4% | +$1.03M | 3.75% | 6 |
|
|
2021
Q4 | $28.4M | Buy |
+248,099
| New | +$28.4M | 3.72% | 7 |
|