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