Shelton 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
Q2 | $2.06M | Buy |
18,866
+300
| +2% | +$32.8K | 0.99% | 23 |
|
|
2025
Q1 | $1.94M | Sell |
18,566
-810
| -4% | -$84.7K | 1.06% | 21 |
|
|
2024
Q4 | $2.23M | Sell |
19,376
-1,387
| -7% | -$160K | 1.15% | 19 |
|
|
2024
Q3 | $2.43M | Sell |
20,763
-864
| -4% | -$101K | 1.32% | 18 |
|
|
2024
Q2 | $2.31M | Sell |
21,627
-761
| -3% | -$81.2K | 1.31% | 19 |
|
|
2024
Q1 | $2.47M | Sell |
22,388
-10,796
| -33% | -$1.19M | 1.56% | 19 |
|
|
2023
Q4 | $3.59M | Sell |
33,184
-10,380
| -24% | -$1.12M | 2.55% | 10 |
|
|
2023
Q3 | $4.11M | Buy |
43,564
+261
| +0.6% | +$24.6K | 3.29% | 12 |
|
|
2023
Q2 | $4.32M | Sell |
43,303
-4,431
| -9% | -$442K | 3.34% | 11 |
|
|
2023
Q1 | $4.62M | Sell |
47,734
-2,754
| -5% | -$266K | 3.74% | 11 |
|
|
2022
Q4 | $4.78M | Sell |
50,488
-9,053
| -15% | -$857K | 3.77% | 9 |
|
|
2022
Q3 | $5.19M | Sell |
59,541
-2
| -0% | -$174 | 4.62% | 8 |
|
|
2022
Q2 | $5.5M | Sell |
59,543
-12,209
| -17% | -$1.13M | 4.68% | 8 |
|
|
2022
Q1 | $7.74M | Buy |
71,752
+7,278
| +11% | +$785K | 6.11% | 6 |
|
|
2021
Q4 | $7.38M | Buy |
+64,474
| New | +$7.38M | 5.81% | 7 |
|