Spire Wealth Management’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 | $5.33M | Sell |
49,402
-19,080
| -28% | -$2.06M | 0.19% | 99 |
|
|
2025
Q1 | $7.16M | Sell |
68,482
-15,413
| -18% | -$1.61M | 0.23% | 92 |
|
|
2024
Q4 | $9.67M | Sell |
83,895
-21,424
| -20% | -$2.47M | 0.3% | 74 |
|
|
2024
Q3 | $12.3M | Sell |
105,319
-1,042
| -1% | -$122K | 0.42% | 50 |
|
|
2024
Q2 | $11.3M | Sell |
106,361
-6,323
| -6% | -$672K | 0.4% | 46 |
|
|
2024
Q1 | $54.7M | Sell |
112,684
-1,182
| -1% | -$574K | 0.99% | 25 |
|
|
2023
Q4 | $11.9M | Sell |
113,866
-16,087
| -12% | -$1.68M | 0.39% | 51 |
|
|
2023
Q3 | $12.3M | Buy |
129,953
+4,869
| +4% | +$459K | 0.47% | 53 |
|
|
2023
Q2 | $12.5M | Buy |
125,084
+1,945
| +2% | +$194K | 0.46% | 44 |
|
|
2023
Q1 | $11.9M | Buy |
123,139
+36,057
| +41% | +$3.49M | 0.46% | 42 |
|
|
2022
Q4 | $8.24M | Sell |
87,082
-1,928
| -2% | -$182K | 0.46% | 49 |
|
|
2022
Q3 | $7.76M | Sell |
89,010
-48,031
| -35% | -$4.19M | 0.47% | 47 |
|
|
2022
Q2 | $12.7M | Sell |
137,041
-97,893
| -42% | -$9.05M | 0.52% | 42 |
|
|
2022
Q1 | $25.4M | Sell |
234,934
-12,636
| -5% | -$1.36M | 0.68% | 29 |
|
|
2021
Q4 | $28.4M | Buy |
247,570
+7,423
| +3% | +$850K | 0.63% | 29 |
|
|
2021
Q3 | $26.2M | Sell |
240,147
-1,642
| -0.7% | -$179K | 0.69% | 27 |
|
|
2021
Q2 | $27.4M | Buy |
241,789
+8,230
| +4% | +$932K | 0.74% | 23 |
|
|
2021
Q1 | $25.4M | Buy |
+233,559
| New | +$25.4M | 0.68% | 26 |
|