Trademark Financial 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 | $352K | Buy |
3,221
+14
| +0.4% | +$1.53K | 0.22% | 68 |
|
|
2025
Q1 | $335K | Sell |
3,207
-927
| -22% | -$96.9K | 0.26% | 71 |
|
|
2024
Q4 | $476K | Sell |
4,134
-296
| -7% | -$34.1K | 0.38% | 55 |
|
|
2024
Q3 | $518K | Sell |
4,430
-102
| -2% | -$11.9K | 0.41% | 51 |
|
|
2024
Q2 | $483K | Sell |
4,532
-1,113
| -20% | -$119K | 0.39% | 56 |
|
|
2024
Q1 | $624K | Sell |
5,645
-746
| -12% | -$82.4K | 0.52% | 46 |
|
|
2023
Q4 | $692K | Buy |
+6,391
| New | +$692K | 0.51% | 46 |
|