Tyler-Stone 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 | $1.23M | Sell |
11,245
-212
| -2% | -$23.2K | 0.2% | 100 |
|
|
2025
Q1 | $1.2M | Buy |
11,457
+897
| +8% | +$93.8K | 0.22% | 89 |
|
|
2024
Q4 | $1.22M | Buy |
10,560
+113
| +1% | +$13K | 0.22% | 84 |
|
|
2024
Q3 | $1.22M | Buy |
10,447
+5,591
| +115% | +$654K | 0.23% | 82 |
|
|
2024
Q2 | $518K | Buy |
4,856
+877
| +22% | +$93.5K | 0.21% | 90 |
|
|
2024
Q1 | $440K | Buy |
3,979
+306
| +8% | +$33.8K | 0.19% | 107 |
|
|
2023
Q4 | $398K | Buy |
3,673
+76
| +2% | +$8.23K | 0.2% | 105 |
|
|
2023
Q3 | $339K | Buy |
3,597
+100
| +3% | +$9.43K | 0.19% | 104 |
|
|
2023
Q2 | $348K | Buy |
+3,497
| New | +$348K | 0.2% | 101 |
|
|
2022
Q4 | $304K | Buy |
3,209
+126
| +4% | +$11.9K | 0.21% | 108 |
|
|
2022
Q3 | $269K | Buy |
3,083
+142
| +5% | +$12.4K | 0.21% | 108 |
|
|
2022
Q2 | $272K | Buy |
2,941
+179
| +6% | +$16.6K | 0.18% | 117 |
|
|
2022
Q1 | $298K | Buy |
2,762
+103
| +4% | +$11.1K | 0.16% | 129 |
|
|
2021
Q4 | $305K | Buy |
+2,659
| New | +$305K | 0.16% | 128 |
|