Vishria Bird 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 | $12.3M | Sell |
112,318
-1,091
| -1% | -$119K | 4.08% | 9 |
|
|
2025
Q1 | $11.9M | Sell |
113,409
-2,423
| -2% | -$253K | 4.03% | 8 |
|
|
2024
Q4 | $13.3M | Sell |
115,832
-517
| -0.4% | -$59.6K | 4.68% | 6 |
|
|
2024
Q3 | $13.6M | Sell |
116,349
-40
| -0% | -$4.68K | 5.16% | 5 |
|
|
2024
Q2 | $12.4M | Sell |
116,389
-20
| -0% | -$2.13K | 5.22% | 6 |
|
|
2024
Q1 | $12.9M | Buy |
116,409
+46
| +0% | +$5.08K | 5.51% | 6 |
|
|
2023
Q4 | $12.6M | Sell |
116,363
-548
| -0.5% | -$59.3K | 5.95% | 5 |
|
|
2023
Q3 | $11M | Sell |
116,911
-7
| -0% | -$660 | 6.25% | 4 |
|
|
2023
Q2 | $11.7M | Sell |
116,918
-280
| -0.2% | -$27.9K | 6.93% | 4 |
|
|
2023
Q1 | $11.3M | Sell |
117,198
-1,563
| -1% | -$151K | 7.25% | 3 |
|
|
2022
Q4 | $11.2M | Buy |
118,761
+293
| +0.2% | +$27.7K | 7.84% | 3 |
|
|
2022
Q3 | $10.3M | Buy |
118,468
+337
| +0.3% | +$29.4K | 6.95% | 2 |
|
|
2022
Q2 | $10.9M | Sell |
118,131
-2,078
| -2% | -$192K | 7.26% | 3 |
|
|
2022
Q1 | $13M | Buy |
120,209
+1,135
| +1% | +$122K | 7.16% | 3 |
|
|
2021
Q4 | $13.6M | Sell |
119,074
-1,257
| -1% | -$144K | 6.34% | 4 |
|
|
2021
Q3 | $13.1M | Buy |
120,331
+3,259
| +3% | +$356K | 6.9% | 3 |
|
|
2021
Q2 | $13.2M | Sell |
117,072
-14,125
| -11% | -$1.6M | 6.51% | 3 |
|
|
2021
Q1 | $14.2M | Sell |
131,197
-2,088
| -2% | -$227K | 7.86% | 2 |
|
|
2020
Q4 | $12.2M | Buy |
133,285
+129,484
| +3,407% | +$11.9M | 6.98% | 4 |
|
|
2020
Q3 | $267K | Hold |
3,801
| – | – | 0.17% | 40 |
|
|
2020
Q2 | $260K | Hold |
3,801
| – | – | 0.2% | 34 |
|
|
2020
Q1 | $213K | Hold |
3,801
| – | – | 0.22% | 37 |
|
|
2019
Q4 | $319K | Sell |
3,801
-84
| -2% | -$7.05K | 0.31% | 30 |
|
|
2019
Q3 | $302K | Hold |
3,885
| – | – | 0.35% | 33 |
|
|
2019
Q2 | $304K | Hold |
3,885
| – | – | 0.3% | 36 |
|
|
2019
Q1 | $300K | Hold |
3,885
| – | – | 0.3% | 38 |
|
|
2018
Q4 | $269K | Hold |
3,885
| – | – | 0.3% | 39 |
|
|
2018
Q3 | $339K | Hold |
3,885
| – | – | 0.29% | 31 |
|
|
2018
Q2 | $324K | Buy |
+3,885
| New | +$324K | 0.3% | 31 |
|