Stiles Financial Services’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 | $287K | Sell |
2,627
-38
| -1% | -$4.15K | 0.1% | 148 |
|
|
2025
Q1 | $279K | Buy |
2,665
+38
| +1% | +$3.97K | 0.11% | 144 |
|
|
2024
Q4 | $303K | Buy |
2,627
+13
| +0.5% | +$1.5K | 0.11% | 146 |
|
|
2024
Q3 | $306K | Buy |
2,614
+2
| +0.1% | +$234 | 0.11% | 147 |
|
|
2024
Q2 | $279K | Sell |
2,612
-94
| -3% | -$10K | 0.11% | 151 |
|
|
2024
Q1 | $299K | Buy |
2,706
+2
| +0.1% | +$221 | 0.12% | 139 |
|
|
2023
Q4 | $293K | Sell |
2,704
-665
| -20% | -$72K | 0.13% | 135 |
|
|
2023
Q3 | $318K | Sell |
3,369
-23
| -0.7% | -$2.17K | 0.16% | 127 |
|
|
2023
Q2 | $338K | Buy |
3,392
+4
| +0.1% | +$399 | 0.17% | 132 |
|
|
2023
Q1 | $328K | Buy |
+3,388
| New | +$328K | 0.18% | 131 |
|
|
2022
Q3 | – | Sell |
-3,544
| Closed | -$327K | – | 176 |
|
|
2022
Q2 | $327K | Buy |
3,544
+23
| +0.7% | +$2.12K | 0.2% | 121 |
|
|
2022
Q1 | $380K | Buy |
3,521
+1
| +0% | +$108 | 0.19% | 123 |
|
|
2021
Q4 | $403K | Buy |
+3,520
| New | +$403K | 0.19% | 118 |
|