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