The Wealth 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 | $585K | Sell |
5,349
-591
| -10% | -$64.6K | 0.15% | 45 |
|
|
2025
Q1 | $621K | Sell |
5,940
-242
| -4% | -$25.3K | 0.18% | 38 |
|
|
2024
Q4 | $712K | Sell |
6,182
-550
| -8% | -$63.4K | 0.21% | 35 |
|
|
2024
Q3 | $787K | Sell |
6,732
-23
| -0.3% | -$2.69K | 0.23% | 32 |
|
|
2024
Q2 | $720K | Sell |
6,755
-5
| -0.1% | -$533 | 0.22% | 32 |
|
|
2024
Q1 | $737K | Sell |
6,760
-468
| -6% | -$51K | 0.23% | 32 |
|
|
2023
Q4 | $749K | Buy |
+7,228
| New | +$749K | 0.25% | 32 |
|