Wealth Quarterback’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 | $208K | Sell |
1,905
-868
| -31% | -$94.9K | 0.1% | 134 |
|
|
2025
Q1 | $290K | Sell |
2,773
-721
| -21% | -$75.4K | 0.16% | 100 |
|
|
2024
Q4 | $403K | Sell |
3,494
-208
| -6% | -$24K | 0.19% | 80 |
|
|
2024
Q3 | $433K | Buy |
3,702
+113
| +3% | +$13.2K | 0.23% | 79 |
|
|
2024
Q2 | $383K | Buy |
3,589
+83
| +2% | +$8.85K | 0.22% | 79 |
|
|
2024
Q1 | $388K | Sell |
3,506
-1,489
| -30% | -$165K | 0.22% | 80 |
|
|
2023
Q4 | $541K | Sell |
4,995
-392
| -7% | -$42.4K | 0.33% | 70 |
|
|
2023
Q3 | $508K | Sell |
5,387
-875
| -14% | -$82.5K | 0.44% | 63 |
|
|
2023
Q2 | $624K | Sell |
6,262
-964
| -13% | -$96.1K | 0.43% | 42 |
|
|
2023
Q1 | $699K | Sell |
7,226
-59
| -0.8% | -$5.71K | 0.59% | 36 |
|
|
2022
Q4 | $689K | Sell |
7,285
-460
| -6% | -$43.5K | 0.57% | 40 |
|
|
2022
Q3 | $675K | Sell |
7,745
-1,386
| -15% | -$121K | 0.72% | 39 |
|
|
2022
Q2 | $844K | Buy |
+9,131
| New | +$844K | 0.66% | 37 |
|
|
2021
Q3 | $1.92M | Sell |
18,017
-10
| -0.1% | -$1.07K | 1.28% | 12 |
|
|
2021
Q2 | $2.04M | Buy |
+18,027
| New | +$2.04M | 1.24% | 13 |
|
|
2020
Q4 | $1.52M | Sell |
16,499
-1,910
| -10% | -$175K | 1.26% | 17 |
|
|
2020
Q3 | $1.26M | Hold |
18,409
| – | – | 1.15% | 23 |
|
|
2020
Q2 | $1.26M | Sell |
18,409
-495
| -3% | -$33.8K | 1.15% | 23 |
|
|
2020
Q1 | $1.07M | Sell |
18,904
-1,659
| -8% | -$93.7K | 0.98% | 27 |
|
|
2019
Q4 | $1.18M | Buy |
+20,563
| New | +$1.18M | 1.03% | 25 |
|