SWP Financial’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 | $1.93M | Buy |
17,662
+3
| +0% | +$328 | 1.06% | 28 |
|
|
2025
Q1 | $1.85M | Sell |
17,659
-493
| -3% | -$51.6K | 1.13% | 25 |
|
|
2024
Q4 | $2.09M | Sell |
18,152
-38,623
| -68% | -$4.45M | 1.26% | 22 |
|
|
2024
Q3 | $6.64M | Sell |
56,775
-8,148
| -13% | -$953K | 4.05% | 11 |
|
|
2024
Q2 | $6.92M | Buy |
64,923
+3,661
| +6% | +$390K | 4.58% | 10 |
|
|
2024
Q1 | $6.75M | Buy |
61,262
+4,114
| +7% | +$453K | 4.72% | 10 |
|
|
2023
Q4 | $6.19M | Buy |
+57,148
| New | +$6.19M | 4.8% | 10 |
|