Stephen J. Garry & Associates’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 | $284K | Sell |
2,596
-71
| -3% | -$7.76K | 0.25% | 37 |
|
|
2025
Q1 | $279K | Hold |
2,667
| – | – | 0.26% | 33 |
|
|
2024
Q4 | $307K | Buy |
2,667
+100
| +4% | +$11.5K | 0.28% | 33 |
|
|
2024
Q3 | $300K | Sell |
2,567
-200
| -7% | -$23.4K | 0.29% | 32 |
|
|
2024
Q2 | $295K | Hold |
2,767
| – | – | 0.3% | 32 |
|
|
2024
Q1 | $306K | Hold |
2,767
| – | – | 0.32% | 30 |
|
|
2023
Q4 | $300K | Buy |
+2,767
| New | +$300K | 0.33% | 31 |
|