SW
SkyOak Wealth’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 | $7.22M | Sell |
66,027
-406
| -0.6% | -$44.4K | 1.45% | 16 |
|
|
2025
Q1 | $6.95M | Sell |
66,433
-8,776
| -12% | -$918K | 1.52% | 16 |
|
|
2024
Q4 | $8.67M | Sell |
75,209
-6,747
| -8% | -$777K | 1.85% | 11 |
|
|
2024
Q3 | $9.59M | Sell |
81,956
-3,856
| -4% | -$451K | 2.12% | 9 |
|
|
2024
Q2 | $9.15M | Buy |
85,812
+4,050
| +5% | +$432K | 2.14% | 9 |
|
|
2024
Q1 | $9.04M | Buy |
81,762
+2,078
| +3% | +$230K | 2.16% | 9 |
|
|
2023
Q4 | $8.63M | Buy |
79,684
+4,366
| +6% | +$473K | 2.25% | 9 |
|
|
2023
Q3 | $7.1M | Buy |
75,318
+3,692
| +5% | +$348K | 2.08% | 9 |
|
|
2023
Q2 | $7.14M | Buy |
71,626
+11,465
| +19% | +$1.14M | 2.02% | 9 |
|
|
2023
Q1 | $5.82M | Buy |
60,161
+5,521
| +10% | +$534K | 1.77% | 13 |
|
|
2022
Q4 | $5.17M | Buy |
54,640
+7,926
| +17% | +$750K | 1.74% | 13 |
|
|
2022
Q3 | $4.07M | Buy |
46,714
+4,284
| +10% | +$374K | 1.46% | 15 |
|
|
2022
Q2 | $3.92M | Sell |
42,430
-983
| -2% | -$90.8K | 1.34% | 21 |
|
|
2022
Q1 | $4.68M | Buy |
43,413
+2,746
| +7% | +$296K | 1.3% | 18 |
|
|
2021
Q4 | $4.66M | Buy |
40,667
+3,584
| +10% | +$410K | 1.18% | 25 |
|
|
2021
Q3 | $4.05M | Buy |
37,083
+773
| +2% | +$84.4K | 1.09% | 25 |
|
|
2021
Q2 | $4.1M | Buy |
36,310
+4,117
| +13% | +$465K | 1.1% | 23 |
|
|
2021
Q1 | $3.61M | Buy |
32,193
+1,162
| +4% | +$130K | 1% | 27 |
|
|
2020
Q4 | $2.85M | Sell |
31,031
-565
| -2% | -$51.9K | 0.89% | 33 |
|
|
2020
Q3 | $2.22M | Buy |
31,596
+8,176
| +35% | +$574K | 0.8% | 36 |
|
|
2020
Q2 | $1.6M | Buy |
23,420
+11,031
| +89% | +$753K | 0.59% | 48 |
|
|
2020
Q1 | $695K | Buy |
12,389
+2,157
| +21% | +$121K | 0.36% | 66 |
|
|
2019
Q4 | $858K | Buy |
+10,232
| New | +$858K | 0.27% | 83 |
|