Sandbox Financial 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 | $4.28M | Buy |
39,171
+37,236
| +1,924% | +$4.07M | 1.35% | 17 |
|
|
2025
Q1 | $202K | Sell |
1,935
-387
| -17% | -$40.5K | 0.07% | 105 |
|
|
2024
Q4 | $268K | Buy |
2,322
+15
| +0.7% | +$1.73K | 0.09% | 93 |
|
|
2024
Q3 | $270K | Buy |
2,307
+105
| +5% | +$12.3K | 0.1% | 90 |
|
|
2024
Q2 | $235K | Buy |
2,202
+75
| +4% | +$8K | 0.09% | 90 |
|
|
2024
Q1 | $235K | Buy |
2,127
+162
| +8% | +$17.9K | 0.1% | 88 |
|
|
2023
Q4 | $213K | Buy |
+1,965
| New | +$213K | 0.1% | 84 |
|
|
2022
Q1 | – | Sell |
-3,075
| Closed | -$352K | – | 102 |
|
|
2021
Q4 | $352K | Buy |
3,075
+186
| +6% | +$21.3K | 0.22% | 57 |
|
|
2021
Q3 | $315K | Buy |
2,889
+102
| +4% | +$11.1K | 0.22% | 63 |
|
|
2021
Q2 | $315K | Buy |
+2,787
| New | +$315K | 0.23% | 59 |
|