Smart Money Group’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
Q1 | – | Sell |
-5,088
| Closed | -$586K | – | 87 |
|
|
2024
Q4 | $586K | Buy |
5,088
+608
| +14% | +$70.1K | 0.2% | 72 |
|
|
2024
Q3 | $510K | Buy |
4,480
+11
| +0.2% | +$1.25K | 0.18% | 75 |
|
|
2024
Q2 | $529K | Sell |
4,469
-3
| -0.1% | -$355 | 0.19% | 68 |
|
|
2024
Q1 | $467K | Buy |
4,472
+924
| +26% | +$96.5K | 0.18% | 66 |
|
|
2023
Q4 | $384K | Sell |
3,548
-312
| -8% | -$33.8K | 0.17% | 62 |
|
|
2023
Q3 | $364K | Sell |
3,860
-5
| -0.1% | -$472 | 0.17% | 59 |
|
|
2023
Q2 | $385K | Buy |
3,865
+14
| +0.4% | +$1.4K | 0.18% | 49 |
|
|
2023
Q1 | $362K | Sell |
3,851
-277
| -7% | -$26K | 0.18% | 40 |
|
|
2022
Q4 | $391K | Buy |
4,128
+14
| +0.3% | +$1.33K | 0.2% | 38 |
|
|
2022
Q3 | $359K | Sell |
4,114
-60
| -1% | -$5.24K | 0.24% | 36 |
|
|
2022
Q2 | $386K | Sell |
4,174
-171
| -4% | -$15.8K | 0.27% | 40 |
|
|
2022
Q1 | $469K | Sell |
4,345
-479
| -10% | -$51.7K | 0.31% | 42 |
|
|
2021
Q4 | $552K | Sell |
4,824
-196
| -4% | -$22.4K | 0.35% | 46 |
|
|
2021
Q3 | $548K | Buy |
5,020
+80
| +2% | +$8.73K | 0.4% | 40 |
|
|
2021
Q2 | $337K | Buy |
4,940
+99
| +2% | +$6.75K | 0.39% | 33 |
|
|
2021
Q1 | $525K | Buy |
4,841
+8
| +0.2% | +$868 | 0.44% | 41 |
|
|
2020
Q4 | $444K | Sell |
4,833
-69
| -1% | -$6.34K | 0.37% | 36 |
|
|
2020
Q3 | $345K | Sell |
4,902
-105
| -2% | -$7.39K | 0.15% | 75 |
|
|
2020
Q2 | $342K | Sell |
5,007
-252
| -5% | -$17.2K | 0.2% | 64 |
|
|
2020
Q1 | $295K | Buy |
+5,259
| New | +$295K | 0.21% | 66 |
|