Sensible Money’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 | $799K | Buy |
7,314
+1
| +0% | +$109 | 0.3% | 26 |
|
|
2025
Q1 | $765K | Buy |
7,313
+1
| +0% | +$105 | 0.33% | 26 |
|
|
2024
Q4 | $843K | Buy |
7,312
+621
| +9% | +$71.6K | 0.37% | 23 |
|
|
2024
Q3 | $783K | Sell |
6,691
-2,551
| -28% | -$298K | 0.34% | 27 |
|
|
2024
Q2 | $986K | Sell |
9,242
-62
| -0.7% | -$6.61K | 0.48% | 22 |
|
|
2024
Q1 | $1.03M | Sell |
9,304
-1,381
| -13% | -$153K | 0.55% | 20 |
|
|
2023
Q4 | $1.16M | Sell |
10,685
-2,783
| -21% | -$301K | 0.69% | 14 |
|
|
2023
Q3 | $1.27M | Buy |
13,468
+619
| +5% | +$58.4K | 0.9% | 12 |
|
|
2023
Q2 | $1.28M | Buy |
12,849
+96
| +0.8% | +$9.57K | 0.93% | 13 |
|
|
2023
Q1 | $1.23M | Buy |
12,753
+1
| +0% | +$97 | 1.06% | 12 |
|
|
2022
Q4 | $1.21M | Buy |
+12,752
| New | +$1.21M | 1.29% | 12 |
|