Sanders Morris Harris’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 | $310K | Buy |
2,835
+40
| +1% | +$4.37K | 0.07% | 100 |
|
|
2025
Q1 | $292K | Buy |
2,795
+194
| +7% | +$20.3K | 0.05% | 208 |
|
|
2024
Q4 | $301K | Buy |
2,601
+23
| +0.9% | +$2.66K | 0.05% | 219 |
|
|
2024
Q3 | $302K | Hold |
2,578
| – | – | 0.05% | 212 |
|
|
2024
Q2 | $275K | Buy |
+2,578
| New | +$275K | 0.05% | 223 |
|
|
2023
Q4 | – | Sell |
-2,306
| Closed | -$218K | – | 205 |
|
|
2023
Q3 | $218K | Hold |
2,306
| – | – | 0.04% | 224 |
|
|
2023
Q2 | $230K | Hold |
2,306
| – | – | 0.05% | 218 |
|
|
2023
Q1 | $223K | Buy |
+2,306
| New | +$223K | 0.08% | 116 |
|
|
2022
Q4 | – | Sell |
-2,306
| Closed | -$201K | – | 234 |
|
|
2022
Q3 | $201K | Hold |
2,306
| – | – | 0.05% | 246 |
|
|
2022
Q2 | $213K | Buy |
+2,306
| New | +$213K | 0.05% | 248 |
|