Vawter Financial’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 | – | Sell |
-30,766
| Closed | -$3.22M | – | 53 |
|
|
2025
Q1 | $3.22M | Buy |
30,766
+5
| +0% | +$523 | 1.8% | 18 |
|
|
2024
Q4 | $3.54M | Buy |
30,761
+213
| +0.7% | +$24.5K | 2.13% | 15 |
|
|
2024
Q3 | $3.57M | Sell |
30,548
-1,150
| -4% | -$135K | 2.18% | 13 |
|
|
2024
Q2 | $3.38M | Buy |
31,698
+135
| +0.4% | +$14.4K | 2.32% | 12 |
|
|
2024
Q1 | $3.49M | Sell |
31,563
-230
| -0.7% | -$25.4K | 2.53% | 12 |
|
|
2023
Q4 | $3.44M | Buy |
31,793
+1,222
| +4% | +$132K | 2.69% | 13 |
|
|
2023
Q3 | $2.88M | Sell |
30,571
-1,582
| -5% | -$149K | 3.27% | 11 |
|
|
2023
Q2 | $3.2M | Buy |
+32,153
| New | +$3.2M | 2.77% | 12 |
|