Sweeney & Michel’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 | $894K | Buy |
7,924
+151
| +2% | +$17K | 0.32% | 55 |
|
|
2025
Q1 | $704K | Buy |
+7,773
| New | +$704K | 0.31% | 57 |
|
|
2024
Q3 | $1.04M | Buy |
8,816
+21
| +0.2% | +$2.48K | 0.41% | 45 |
|
|
2024
Q2 | $928K | Buy |
8,795
+27
| +0.3% | +$2.85K | 0.4% | 43 |
|
|
2024
Q1 | $968K | Buy |
+8,768
| New | +$968K | 0.43% | 41 |
|
|
2023
Q3 | $1.15M | Buy |
12,527
+1,048
| +9% | +$96.1K | 0.6% | 30 |
|
|
2023
Q2 | $1.19M | Buy |
11,479
+689
| +6% | +$71.1K | 0.61% | 28 |
|
|
2023
Q1 | $1.05M | Buy |
+10,790
| New | +$1.05M | 0.56% | 32 |
|