Stage Harbor Financial’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 | – | Sell |
-4,238
| Closed | -$443K | – | 59 |
|
|
2025
Q1 | $443K | Hold |
4,238
| – | – | 0.38% | 36 |
|
|
2024
Q4 | $488K | Buy |
4,238
+173
| +4% | +$19.9K | 0.42% | 30 |
|
|
2024
Q3 | $472K | Sell |
4,065
-3,741
| -48% | -$435K | 0.43% | 27 |
|
|
2024
Q2 | $833K | Sell |
7,806
-662
| -8% | -$70.6K | 0.8% | 18 |
|
|
2024
Q1 | $936K | Hold |
8,468
| – | – | 0.85% | 19 |
|
|
2023
Q4 | $917K | Buy |
+8,468
| New | +$917K | 0.88% | 18 |
|