SAM
Simplify Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,346
| Closed | -$2.44M | – | 96 |
|
|
2025
Q1 | $2.44M | Buy |
23,346
+4,066
| +21% | +$425K | 0.09% | 37 |
|
|
2024
Q4 | $2.22M | Buy |
+19,280
| New | +$2.22M | 0.11% | 46 |
|
|
2023
Q2 | – | Sell |
-34,463
| Closed | -$3.33M | – | 122 |
|
|
2023
Q1 | $3.33M | Buy |
34,463
+9,593
| +39% | +$928K | 0.48% | 16 |
|
|
2022
Q4 | $2.35M | Sell |
24,870
-6,976
| -22% | -$660K | 0.36% | 18 |
|
|
2022
Q3 | $2.78M | Sell |
31,846
-428
| -1% | -$37.3K | 0.3% | 12 |
|
|
2022
Q2 | $2.98M | Sell |
32,274
-509
| -2% | -$47K | 0.11% | 10 |
|
|
2022
Q1 | $3.54M | Buy |
+32,783
| New | +$3.54M | 0.11% | 9 |
|