Sebold Capital 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
Q2 | $3.38M | Sell |
30,922
-304
| -1% | -$33.2K | 2.08% | 17 |
|
2025
Q1 | $3.27M | Sell |
31,226
-158
| -0.5% | -$16.5K | 2.15% | 15 |
|
2024
Q4 | $3.62M | Sell |
31,384
-407
| -1% | -$46.9K | 2.42% | 14 |
|
2024
Q3 | $3.72M | Sell |
31,791
-390
| -1% | -$45.6K | 2.45% | 14 |
|
2024
Q2 | $3.43M | Sell |
32,181
-3,669
| -10% | -$391K | 2.37% | 13 |
|
2024
Q1 | $3.96M | Sell |
35,850
-1,962
| -5% | -$217K | 2.67% | 13 |
|
2023
Q4 | $4.09M | Sell |
37,812
-11,545
| -23% | -$1.25M | 3.02% | 10 |
|
2023
Q3 | $4.66M | Sell |
49,357
-3,658
| -7% | -$345K | 3.8% | 8 |
|
2023
Q2 | $5.28M | Sell |
53,015
-5,431
| -9% | -$541K | 4.21% | 6 |
|
2023
Q1 | $5.65M | Sell |
58,446
-7,997
| -12% | -$773K | 4.46% | 6 |
|
2022
Q4 | $6.29M | Buy |
+66,443
| New | +$6.29M | 5.16% | 3 |
|