Terril Brothers’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
Q1 | – | Sell |
-3,219
| Closed | -$371K | – | 68 |
|
|
2024
Q4 | $371K | Buy |
3,219
+775
| +32% | +$89.3K | 0.11% | 47 |
|
|
2024
Q3 | $286K | Hold |
2,444
| – | – | 0.09% | 45 |
|
|
2024
Q2 | $261K | Hold |
2,444
| – | – | 0.09% | 46 |
|
|
2024
Q1 | $270K | Hold |
2,444
| – | – | 0.09% | 49 |
|
|
2023
Q4 | $265K | Hold |
2,444
| – | – | 0.09% | 48 |
|
|
2023
Q3 | $231K | Hold |
2,444
| – | – | 0.11% | 47 |
|
|
2023
Q2 | $244K | Hold |
2,444
| – | – | 0.11% | 44 |
|
|
2023
Q1 | $236K | Hold |
2,444
| – | – | 0.11% | 38 |
|
|
2022
Q4 | $231K | Hold |
2,444
| – | – | 0.11% | 42 |
|
|
2022
Q3 | $213K | Hold |
2,444
| – | – | 0.06% | 42 |
|
|
2022
Q2 | $226K | Hold |
2,444
| – | – | 0.08% | 44 |
|
|
2022
Q1 | $264K | Hold |
2,444
| – | – | 0.05% | 50 |
|
|
2021
Q4 | $280K | Hold |
2,444
| – | – | 0.06% | 51 |
|
|
2021
Q3 | $267K | Hold |
2,444
| – | – | 0.07% | 51 |
|
|
2021
Q2 | $276K | Hold |
2,444
| – | – | 0.06% | 48 |
|
|
2021
Q1 | $265K | Hold |
2,444
| – | – | 0.07% | 56 |
|
|
2020
Q4 | $225K | Buy |
+2,444
| New | +$225K | 0.06% | 56 |
|
|
2020
Q1 | – | Sell |
-2,444
| Closed | -$205K | – | 61 |
|
|
2019
Q4 | $205K | Buy |
+2,444
| New | +$205K | 0.07% | 51 |
|
|
2018
Q4 | – | Sell |
-2,444
| Closed | -$213K | – | 54 |
|
|
2018
Q3 | $213K | Hold |
2,444
| – | – | 0.07% | 49 |
|
|
2018
Q2 | $204K | Buy |
+2,444
| New | +$204K | 0.06% | 49 |
|