Viewpoint Capital 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 | $3.09M | Hold |
28,269
| – | – | 1.52% | 18 |
|
|
2025
Q1 | $2.96M | Sell |
28,269
-480
| -2% | -$50.2K | 1.59% | 18 |
|
|
2024
Q4 | $3.31M | Hold |
28,749
| – | – | 1.74% | 14 |
|
|
2024
Q3 | $3.35M | Hold |
28,749
| – | – | 1.87% | 14 |
|
|
2024
Q2 | $3.07M | Buy |
28,749
+637
| +2% | +$67.9K | 1.88% | 15 |
|
|
2024
Q1 | $3.11M | Hold |
28,112
| – | – | 1.97% | 14 |
|
|
2023
Q4 | $3.04M | Hold |
28,112
| – | – | 2.13% | 12 |
|
|
2023
Q3 | $2.65M | Hold |
28,112
| – | – | 2.12% | 12 |
|
|
2023
Q2 | $2.8M | Hold |
28,112
| – | – | 2.17% | 13 |
|
|
2023
Q1 | $2.72M | Hold |
28,112
| – | – | 2.44% | 10 |
|
|
2022
Q4 | $2.66M | Sell |
28,112
-500
| -2% | -$47.3K | 2.57% | 12 |
|
|
2022
Q3 | $2.5M | Hold |
28,612
| – | – | 2.47% | 11 |
|
|
2022
Q2 | $2.64M | Sell |
28,612
-110
| -0.4% | -$10.2K | 2.48% | 13 |
|
|
2022
Q1 | $3.1M | Hold |
28,722
| – | – | 2.39% | 9 |
|
|
2021
Q4 | $3.29M | Buy |
+28,722
| New | +$3.29M | 2.38% | 8 |
|