Sierra Capital’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 | $508K | Hold |
4,652
| – | – | 0.06% | 167 |
|
2025
Q1 | $486K | Hold |
4,652
| – | – | 0.06% | 157 |
|
2024
Q4 | $536K | Hold |
4,652
| – | – | 0.06% | 154 |
|
2024
Q3 | $544K | Sell |
4,652
-2,045
| -31% | -$239K | 0.06% | 157 |
|
2024
Q2 | $714K | Sell |
6,697
-973
| -13% | -$104K | 0.1% | 130 |
|
2024
Q1 | $848K | Hold |
7,670
| – | – | 0.11% | 120 |
|
2023
Q4 | $830K | Hold |
7,670
| – | – | 0.12% | 117 |
|
2023
Q3 | $724K | Hold |
7,670
| – | – | 0.12% | 118 |
|
2023
Q2 | $764K | Hold |
7,670
| – | – | 0.12% | 114 |
|
2023
Q1 | $742K | Hold |
7,670
| – | – | 0.12% | 117 |
|
2022
Q4 | $726K | Hold |
7,670
| – | – | 0.12% | 117 |
|
2022
Q3 | $669K | Hold |
7,670
| – | – | 0.12% | 117 |
|
2022
Q2 | $709K | Sell |
7,670
-3,609
| -32% | -$334K | 0.13% | 118 |
|
2022
Q1 | $1.22M | Hold |
11,279
| – | – | 0.19% | 101 |
|
2021
Q4 | $1.29M | Hold |
11,279
| – | – | 0.19% | 103 |
|
2021
Q3 | $1.28M | Sell |
11,279
-5,175
| -31% | -$585K | 0.21% | 102 |
|
2021
Q2 | $1.86M | Hold |
16,454
| – | – | 0.34% | 75 |
|
2021
Q1 | $1.79M | Buy |
+16,454
| New | +$1.79M | 0.34% | 75 |
|