Stone Summit Wealth’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 | $3.81M | Sell |
34,838
-4,915
| -12% | -$537K | 1.18% | 27 |
|
|
2025
Q1 | $4.16M | Sell |
39,753
-221
| -0.6% | -$23.1K | 1.41% | 21 |
|
|
2024
Q4 | $4.61M | Buy |
39,974
+383
| +1% | +$44.1K | 1.55% | 16 |
|
|
2024
Q3 | $4.63M | Buy |
39,591
+1,863
| +5% | +$218K | 1.49% | 16 |
|
|
2024
Q2 | $4.02M | Buy |
37,728
+1,763
| +5% | +$188K | 1.44% | 20 |
|
|
2024
Q1 | $3.97M | Buy |
35,965
+3,658
| +11% | +$404K | 1.38% | 18 |
|
|
2023
Q4 | $3.5M | Sell |
32,307
-63
| -0.2% | -$6.82K | 1.34% | 20 |
|
|
2023
Q3 | $3.05M | Sell |
32,370
-409
| -1% | -$38.6K | 1.31% | 19 |
|
|
2023
Q2 | $3.27M | Buy |
32,779
+1,935
| +6% | +$193K | 1.35% | 18 |
|
|
2023
Q1 | $2.98M | Buy |
30,844
+113
| +0.4% | +$10.9K | 1.33% | 18 |
|
|
2022
Q4 | $2.91M | Buy |
30,731
+4,633
| +18% | +$438K | 1.43% | 16 |
|
|
2022
Q3 | $2.28M | Buy |
26,098
+2,304
| +10% | +$201K | 1.4% | 18 |
|
|
2022
Q2 | $2.2M | Buy |
23,794
+653
| +3% | +$60.3K | 1.31% | 20 |
|
|
2022
Q1 | $2.53M | Buy |
23,141
+3,514
| +18% | +$384K | 1.42% | 18 |
|
|
2021
Q4 | $2.25M | Buy |
+19,627
| New | +$2.25M | 1.82% | 16 |
|