Sterling Investment 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 | $325K | Sell |
2,974
-115
| -4% | -$12.6K | 0.22% | 48 |
|
|
2025
Q1 | $323K | Sell |
3,089
-126
| -4% | -$13.2K | 0.23% | 48 |
|
|
2024
Q4 | $370K | Buy |
+3,215
| New | +$370K | 0.29% | 47 |
|
|
2022
Q2 | – | Sell |
-1,885
| Closed | -$203K | – | 70 |
|
|
2022
Q1 | $203K | Hold |
1,885
| – | – | 0.14% | 69 |
|
|
2021
Q4 | $216K | Buy |
+1,885
| New | +$216K | 0.13% | 67 |
|
|
2018
Q4 | – | Sell |
-2,454
| Closed | -$214K | – | 58 |
|
|
2018
Q3 | $214K | Buy |
+2,454
| New | +$214K | 0.16% | 59 |
|