Strategic Financial Concepts’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 | $1.62M | Buy |
14,814
+8,218
| +125% | +$898K | 0.23% | 57 |
|
|
2025
Q1 | $690K | Buy |
6,596
+490
| +8% | +$51.2K | 0.13% | 159 |
|
|
2024
Q4 | $704K | Buy |
6,106
+3,580
| +142% | +$413K | 0.14% | 154 |
|
|
2024
Q3 | $295K | Sell |
2,526
-286,699
| -99% | -$33.5M | 0.09% | 172 |
|
|
2024
Q2 | $373K | Buy |
289,225
+280,793
| +3,330% | +$362K | 0.22% | 93 |
|
|
2024
Q1 | $932K | Buy |
8,432
+2,227
| +36% | +$246K | 0.22% | 104 |
|
|
2023
Q4 | $672K | Sell |
6,205
-543
| -8% | -$58.8K | 0.4% | 68 |
|
|
2023
Q3 | $637K | Buy |
6,748
+1,107
| +20% | +$104K | 0.22% | 113 |
|
|
2023
Q2 | $562K | Sell |
5,641
-43
| -0.8% | -$4.29K | 0.21% | 111 |
|
|
2023
Q1 | $550K | Buy |
+5,684
| New | +$550K | 0.22% | 101 |
|