Tilson Financial 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 | $3M | Buy |
27,464
+8,814
| +47% | +$963K | 1.13% | 23 |
|
|
2025
Q1 | $1.95M | Sell |
18,650
-294
| -2% | -$30.7K | 0.77% | 29 |
|
|
2024
Q4 | $2.18M | Sell |
18,944
-489
| -3% | -$56.4K | 0.89% | 27 |
|
|
2024
Q3 | $2.27M | Buy |
+19,433
| New | +$2.27M | 0.98% | 27 |
|
|
2024
Q2 | – | Sell |
-19,588
| Closed | -$2.17M | – | 45 |
|
|
2024
Q1 | $2.17M | Sell |
19,588
-375
| -2% | -$41.4K | 1.16% | 26 |
|
|
2023
Q4 | $2.16M | Sell |
19,963
-2,096
| -10% | -$227K | 1.39% | 22 |
|
|
2023
Q3 | $2.08M | Buy |
+22,059
| New | +$2.08M | 1.64% | 20 |
|
|
2023
Q2 | – | Sell |
-24,305
| Closed | -$2.35M | – | 36 |
|
|
2023
Q1 | $2.35M | Sell |
24,305
-491
| -2% | -$47.5K | 1.92% | 18 |
|
|
2022
Q4 | $2.35M | Buy |
+24,796
| New | +$2.35M | 2% | 18 |
|