Sierra Summit Advisors’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 | $641K | Sell |
5,864
-192
| -3% | -$21K | 0.11% | 136 |
|
|
2025
Q1 | $633K | Sell |
6,056
-7,525
| -55% | -$787K | 0.14% | 114 |
|
|
2024
Q4 | $1.56M | Sell |
13,581
-13
| -0.1% | -$1.5K | 0.31% | 50 |
|
|
2024
Q3 | $1.59M | Buy |
13,594
+125
| +0.9% | +$14.6K | 0.37% | 45 |
|
|
2024
Q2 | $1.44M | Buy |
13,469
+1,832
| +16% | +$195K | 0.36% | 45 |
|
|
2024
Q1 | $1.29M | Sell |
11,637
-290
| -2% | -$32.1K | 0.35% | 44 |
|
|
2023
Q4 | $1.29M | Buy |
+11,927
| New | +$1.29M | 0.38% | 45 |
|