Topel & Distasi Wealth Management’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 | $9.55M | Buy |
87,353
+570
| +0.7% | +$62.3K | 5% | 6 |
|
|
2025
Q1 | $9.07M | Buy |
86,783
+565
| +0.7% | +$59.1K | 4.24% | 7 |
|
|
2024
Q4 | $9.93M | Sell |
86,218
-2,693
| -3% | -$310K | 4.25% | 6 |
|
|
2024
Q3 | $10.4M | Buy |
88,911
+1,301
| +1% | +$152K | 4.31% | 7 |
|
|
2024
Q2 | $9.34M | Buy |
87,610
+852
| +1% | +$90.9K | 4.11% | 8 |
|
|
2024
Q1 | $9.59M | Buy |
86,758
+1,708
| +2% | +$189K | 4.24% | 7 |
|
|
2023
Q4 | $9.21M | Buy |
85,050
+1,558
| +2% | +$169K | 4.37% | 6 |
|
|
2023
Q3 | $7.88M | Buy |
83,492
+1,057
| +1% | +$99.7K | 4.13% | 4 |
|
|
2023
Q2 | $8.21M | Buy |
82,435
+1,089
| +1% | +$109K | 4.13% | 4 |
|
|
2023
Q1 | $7.87M | Buy |
81,346
+3,032
| +4% | +$293K | 4.1% | 4 |
|
|
2022
Q4 | $7.41M | Sell |
78,314
-149
| -0.2% | -$14.1K | 4.15% | 4 |
|
|
2022
Q3 | $7.84M | Sell |
78,463
-911
| -1% | -$91K | 4.33% | 3 |
|
|
2022
Q2 | $7.34M | Buy |
79,374
+2,931
| +4% | +$271K | 4.25% | 6 |
|
|
2022
Q1 | $8.25M | Buy |
76,443
+3,334
| +5% | +$360K | 3.45% | 8 |
|
|
2021
Q4 | $8.37M | Buy |
+73,109
| New | +$8.37M | 3.41% | 8 |
|