Upper Left 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 | $550K | Buy |
5,032
+329
| +7% | +$36K | 0.37% | 48 |
|
|
2025
Q1 | $492K | Buy |
4,703
+1,615
| +52% | +$169K | 0.35% | 48 |
|
|
2024
Q4 | $356K | Buy |
3,088
+519
| +20% | +$59.8K | 0.3% | 51 |
|
|
2024
Q3 | $299K | Sell |
2,569
-51
| -2% | -$5.94K | 0.26% | 53 |
|
|
2024
Q2 | $279K | Sell |
2,620
-36
| -1% | -$3.84K | 0.25% | 54 |
|
|
2024
Q1 | $294K | Sell |
2,656
-744
| -22% | -$82.2K | 0.27% | 53 |
|
|
2023
Q4 | $368K | Sell |
3,400
-873
| -20% | -$94.5K | 0.36% | 52 |
|
|
2023
Q3 | $403K | Buy |
4,273
+850
| +25% | +$80.2K | 0.42% | 44 |
|
|
2023
Q2 | $341K | Sell |
3,423
-22
| -0.6% | -$2.19K | 0.38% | 47 |
|
|
2023
Q1 | $333K | Sell |
3,445
-69
| -2% | -$6.67K | 0.38% | 47 |
|
|
2022
Q4 | $333K | Sell |
3,514
-314
| -8% | -$29.7K | 0.39% | 46 |
|
|
2022
Q3 | $343K | Sell |
3,828
-1,541
| -29% | -$138K | 0.45% | 41 |
|
|
2022
Q2 | $496K | Buy |
5,369
+1,523
| +40% | +$141K | 0.57% | 38 |
|
|
2022
Q1 | $419K | Sell |
3,846
-283
| -7% | -$30.8K | 0.43% | 42 |
|
|
2021
Q4 | $478K | Buy |
+4,129
| New | +$478K | 0.48% | 36 |
|