Valley 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 | $1.77M | Buy |
16,200
+1,173
| +8% | +$128K | 1.07% | 17 |
|
|
2025
Q1 | $1.57M | Sell |
15,027
-300
| -2% | -$31.4K | 1.04% | 18 |
|
|
2024
Q4 | $1.77M | Sell |
15,327
-697
| -4% | -$80.3K | 1.23% | 18 |
|
|
2024
Q3 | $1.87M | Sell |
16,024
-25
| -0.2% | -$2.92K | 1.31% | 17 |
|
|
2024
Q2 | $1.71M | Sell |
16,049
-72
| -0.4% | -$7.68K | 1.26% | 17 |
|
|
2024
Q1 | $1.78M | Buy |
16,121
+358
| +2% | +$39.6K | 1.36% | 17 |
|
|
2023
Q4 | $1.71M | Buy |
+15,763
| New | +$1.71M | 1.33% | 17 |
|