Seven Post Investment Office’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 | $688K | Hold |
6,298
| – | – | 0.26% | 23 |
|
|
2025
Q1 | $659K | Hold |
6,298
| – | – | 0.25% | 22 |
|
|
2024
Q4 | $726K | Hold |
6,298
| – | – | 0.28% | 22 |
|
|
2024
Q3 | $737K | Hold |
6,298
| – | – | 0.11% | 31 |
|
|
2024
Q2 | $672K | Hold |
6,298
| – | – | 0.12% | 33 |
|
|
2024
Q1 | $696K | Hold |
6,298
| – | – | 0.17% | 33 |
|
|
2023
Q4 | $682K | Sell |
6,298
-2,523
| -29% | -$273K | 0.17% | 32 |
|
|
2023
Q3 | $832K | Hold |
8,821
| – | – | 0.23% | 31 |
|
|
2023
Q2 | $879K | Hold |
8,821
| – | – | 0.27% | 28 |
|
|
2023
Q1 | $853K | Hold |
8,821
| – | – | 0.31% | 25 |
|
|
2022
Q4 | $835K | Hold |
8,821
| – | – | 0.29% | 26 |
|
|
2022
Q3 | $769K | Sell |
8,821
-12,092
| -58% | -$1.05M | 0.3% | 23 |
|
|
2022
Q2 | $1.93M | Buy |
+20,913
| New | +$1.93M | 0.72% | 16 |
|