Stanley-Laman 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
Q2 | $261K | Buy |
2,392
+216
| +10% | +$23.6K | 0.04% | 256 |
|
|
2025
Q1 | $228K | Buy |
+2,176
| New | +$228K | 0.04% | 262 |
|
|
2023
Q2 | – | Sell |
-2,408
| Closed | -$233K | – | 239 |
|
|
2023
Q1 | $233K | Buy |
2,408
+116
| +5% | +$11.2K | 0.04% | 209 |
|
|
2022
Q4 | $217K | Buy |
+2,292
| New | +$217K | 0.04% | 205 |
|
|
2022
Q3 | – | Sell |
-2,370
| Closed | -$219K | – | 258 |
|
|
2022
Q2 | $219K | Buy |
2,370
+7
| +0.3% | +$647 | 0.04% | 254 |
|
|
2022
Q1 | $255K | Buy |
2,363
+56
| +2% | +$6.04K | 0.04% | 259 |
|
|
2021
Q4 | $264K | Sell |
2,307
-77
| -3% | -$8.81K | 0.03% | 249 |
|
|
2021
Q3 | $260K | Sell |
2,384
-48
| -2% | -$5.24K | 0.03% | 243 |
|
|
2021
Q2 | $275K | Buy |
2,432
+21
| +0.9% | +$2.38K | 0.04% | 233 |
|
|
2021
Q1 | $262K | Sell |
2,411
-544
| -18% | -$59.1K | 0.04% | 229 |
|
|
2020
Q4 | $272K | Buy |
+2,955
| New | +$272K | 0.05% | 222 |
|
|
2020
Q1 | – | Sell |
-3,213
| Closed | -$269K | – | 287 |
|
|
2019
Q4 | $269K | Sell |
3,213
-116
| -3% | -$9.71K | 0.06% | 244 |
|
|
2019
Q3 | $259K | Sell |
3,329
-2,686
| -45% | -$209K | 0.06% | 234 |
|
|
2019
Q2 | $471K | Buy |
6,015
+488
| +9% | +$38.2K | 0.11% | 212 |
|
|
2019
Q1 | $426K | Buy |
5,527
+300
| +6% | +$23.1K | 0.1% | 215 |
|
|
2018
Q4 | $362K | Sell |
5,227
-27
| -0.5% | -$1.87K | 0.1% | 222 |
|
|
2018
Q3 | $458K | Buy |
5,254
+17
| +0.3% | +$1.48K | 0.11% | 188 |
|
|
2018
Q2 | $437K | Buy |
5,237
+64
| +1% | +$5.34K | 0.1% | 225 |
|
|
2018
Q1 | $398K | Sell |
5,173
-442
| -8% | -$34K | 0.09% | 227 |
|
|
2017
Q4 | $431K | Buy |
5,615
+651
| +13% | +$50K | 0.09% | 234 |
|
|
2017
Q3 | $368K | Sell |
4,964
-717
| -13% | -$53.2K | 0.1% | 184 |
|
|
2017
Q2 | $398K | Sell |
5,681
-4
| -0.1% | -$280 | 0.11% | 177 |
|
|
2017
Q1 | $393K | Buy |
5,685
+1,229
| +28% | +$85K | 0.11% | 191 |
|
|
2016
Q4 | $306K | Buy |
+4,456
| New | +$306K | 0.09% | 212 |
|
|
2015
Q2 | – | Sell |
-4,612
| Closed | -$272K | – | 309 |
|
|
2015
Q1 | $272K | Buy |
+4,612
| New | +$272K | 0.05% | 259 |
|