Sunburst Financial Group’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 | $1.83M | Sell |
16,699
-64
| -0.4% | -$7K | 0.41% | 32 |
|
|
2025
Q1 | $1.75M | Sell |
16,763
-456
| -3% | -$47.7K | 0.43% | 31 |
|
|
2024
Q4 | $1.98M | Sell |
17,219
-205
| -1% | -$23.6K | 0.49% | 31 |
|
|
2024
Q3 | $2.04M | Sell |
17,424
-24
| -0.1% | -$2.81K | 0.52% | 30 |
|
|
2024
Q2 | $1.86M | Sell |
17,448
-214
| -1% | -$22.8K | 0.5% | 31 |
|
|
2024
Q1 | $1.93M | Buy |
17,662
+348
| +2% | +$38.1K | 0.55% | 30 |
|
|
2023
Q4 | $1.87M | Sell |
17,314
-306
| -2% | -$33.1K | 0.58% | 27 |
|
|
2023
Q3 | $1.66M | Sell |
17,620
-502
| -3% | -$47.4K | 0.59% | 28 |
|
|
2023
Q2 | $1.81M | Sell |
18,122
-885
| -5% | -$88.2K | 0.63% | 30 |
|
|
2023
Q1 | $1.84M | Buy |
19,007
+1
| +0% | +$97 | 0.68% | 29 |
|
|
2022
Q4 | $1.8M | Buy |
19,006
+2,074
| +12% | +$196K | 0.72% | 27 |
|
|
2022
Q3 | $1.48M | Buy |
16,932
+2,961
| +21% | +$258K | 0.71% | 24 |
|
|
2022
Q2 | $1.29M | Buy |
+13,971
| New | +$1.29M | 0.62% | 25 |
|