Simplicity Wealth’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 | $5.35M | Sell |
48,987
-1,382
| -3% | -$151K | 0.22% | 104 |
|
|
2025
Q1 | $5.27M | Buy |
50,369
+4,243
| +9% | +$444K | 0.41% | 46 |
|
|
2024
Q4 | $5.31M | Sell |
46,126
-3,419
| -7% | -$394K | 1.11% | 17 |
|
|
2024
Q3 | $5.79M | Sell |
49,545
-172,289
| -78% | -$20.2M | 0.54% | 40 |
|
|
2024
Q2 | $23.7M | Buy |
221,834
+3,788
| +2% | +$404K | 0.53% | 31 |
|
|
2024
Q1 | $24.1M | Buy |
218,046
+215,176
| +7,497% | +$23.8M | 0.57% | 26 |
|
|
2023
Q4 | $311K | Buy |
+2,870
| New | +$311K | 0.12% | 137 |
|
|
2023
Q1 | – | Sell |
-4,136
| Closed | -$391K | – | 75 |
|
|
2022
Q4 | $391K | Buy |
+4,136
| New | +$391K | 0.35% | 41 |
|