Sterling 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 | $262K | Buy |
+2,396
| New | +$262K | 0.09% | 89 |
|
|
2024
Q4 | $519K | Sell |
4,508
-225
| -5% | -$25.9K | 0.19% | 59 |
|
|
2024
Q3 | $554K | Sell |
4,733
-239
| -5% | -$28K | 0.21% | 57 |
|
|
2024
Q2 | $530K | Sell |
4,972
-161
| -3% | -$17.2K | 0.25% | 53 |
|
|
2024
Q1 | $567K | Buy |
5,133
+379
| +8% | +$41.9K | 0.28% | 48 |
|
|
2023
Q4 | $515K | Buy |
+4,754
| New | +$515K | 0.29% | 46 |
|