Tidemark’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 | $28.4K | Buy |
260
+35
| +16% | +$3.83K | 0.01% | 318 |
|
|
2025
Q1 | $23.5K | Sell |
225
-101
| -31% | -$10.6K | 0.01% | 326 |
|
|
2024
Q4 | $37.6K | Hold |
326
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $38.1K | Hold |
326
| – | – | 0.02% | 269 |
|
|
2024
Q2 | $34.8K | Sell |
326
-165
| -34% | -$17.6K | 0.02% | 261 |
|
|
2024
Q1 | $54.3K | Sell |
491
-55
| -10% | -$6.08K | 0.03% | 221 |
|
|
2023
Q4 | $59.1K | Buy |
+546
| New | +$59.1K | 0.04% | 205 |
|