Scissortail Wealth Management’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
Q1 | – | Sell |
-15,947
| Closed | -$1.84M | – | 116 |
|
|
2024
Q4 | $1.84M | Buy |
15,947
+15,790
| +10,057% | +$1.82M | 0.47% | 53 |
|
|
2024
Q3 | $1.94M | Sell |
157
-16,713
| -99% | -$206M | 0.47% | 54 |
|
|
2024
Q2 | $1.8M | Buy |
16,870
+149
| +0.9% | +$15.9K | 0.46% | 54 |
|
|
2024
Q1 | $1.85M | Buy |
+16,721
| New | +$1.85M | 0.49% | 53 |
|
|
2022
Q4 | – | Sell |
-14,178
| Closed | -$1.35M | – | 140 |
|
|
2022
Q3 | $1.35M | Sell |
14,178
-9,207
| -39% | -$875K | 0.7% | 40 |
|
|
2022
Q2 | $2.68M | Buy |
+23,385
| New | +$2.68M | 1.03% | 31 |
|
|
2022
Q1 | – | Sell |
-23,385
| Closed | -$2.68M | – | 118 |
|
|
2021
Q4 | $2.68M | Buy |
+23,385
| New | +$2.68M | 1.03% | 31 |
|