Walkner Condon Financial Advisors’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 | $4.09M | Buy |
37,417
+5,014
| +15% | +$548K | 0.75% | 33 |
|
|
2025
Q1 | $3.39M | Buy |
32,403
+21,829
| +206% | +$2.28M | 0.69% | 31 |
|
|
2024
Q4 | $1.22M | Sell |
10,574
-630
| -6% | -$72.6K | 0.25% | 81 |
|
|
2024
Q3 | $1.31M | Buy |
11,204
+717
| +7% | +$83.8K | 0.27% | 80 |
|
|
2024
Q2 | $1.12M | Sell |
10,487
-292
| -3% | -$31.1K | 0.24% | 89 |
|
|
2024
Q1 | $1.19M | Buy |
10,779
+189
| +2% | +$20.9K | 0.25% | 86 |
|
|
2023
Q4 | $1.15M | Buy |
10,590
+333
| +3% | +$36.1K | 0.26% | 86 |
|
|
2023
Q3 | $968K | Buy |
10,257
+1,247
| +14% | +$118K | 0.26% | 85 |
|
|
2023
Q2 | $898K | Sell |
9,010
-2,609
| -22% | -$260K | 0.24% | 92 |
|
|
2023
Q1 | $1.12M | Buy |
11,619
+851
| +8% | +$82.3K | 0.31% | 70 |
|
|
2022
Q4 | $1.02M | Buy |
10,768
+2,568
| +31% | +$243K | 0.3% | 70 |
|
|
2022
Q3 | $715K | Buy |
8,200
+769
| +10% | +$67.1K | 0.23% | 90 |
|
|
2022
Q2 | $687K | Buy |
7,431
+730
| +11% | +$67.5K | 0.22% | 97 |
|
|
2022
Q1 | $723K | Buy |
6,701
+2,650
| +65% | +$286K | 0.21% | 95 |
|
|
2021
Q4 | $464K | Buy |
4,051
+698
| +21% | +$79.9K | 0.3% | 79 |
|
|
2021
Q3 | $369K | Buy |
3,353
+61
| +2% | +$6.71K | 0.18% | 101 |
|
|
2021
Q2 | $374K | Buy |
3,292
+312
| +10% | +$35.4K | 0.14% | 114 |
|
|
2021
Q1 | $323K | Buy |
2,980
+348
| +13% | +$37.7K | 0.13% | 131 |
|
|
2020
Q4 | $242K | Buy |
+2,632
| New | +$242K | 0.1% | 121 |
|