Wedmont Private Capital’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 | $4.76M | Sell |
42,130
-1,284
| -3% | -$145K | 0.2% | 68 |
|
|
2025
Q1 | $4.14M | Buy |
43,414
+19,153
| +79% | +$1.83M | 0.21% | 65 |
|
|
2024
Q4 | $2.74M | Buy |
24,261
+2,059
| +9% | +$233K | 0.14% | 85 |
|
|
2024
Q3 | $2.55M | Buy |
22,202
+63
| +0.3% | +$7.23K | 0.15% | 83 |
|
|
2024
Q2 | $2.46M | Buy |
22,139
+897
| +4% | +$99.8K | 0.16% | 82 |
|
|
2024
Q1 | $2.31M | Sell |
21,242
-32
| -0.2% | -$3.49K | 0.17% | 79 |
|
|
2023
Q4 | $2.26M | Sell |
21,274
-3,170
| -13% | -$336K | 0.18% | 77 |
|
|
2023
Q3 | $2.27M | Buy |
24,444
+4,048
| +20% | +$376K | 0.23% | 71 |
|
|
2023
Q2 | $2.07M | Buy |
20,396
+2,282
| +13% | +$231K | 0.22% | 71 |
|
|
2023
Q1 | $1.73M | Buy |
18,114
+404
| +2% | +$38.5K | 0.23% | 68 |
|
|
2022
Q4 | $1.72M | Buy |
17,710
+1,174
| +7% | +$114K | 0.26% | 64 |
|
|
2022
Q3 | $1.44M | Buy |
16,536
+1,800
| +12% | +$157K | 0.29% | 56 |
|
|
2022
Q2 | $1.36M | Sell |
14,736
-5,685
| -28% | -$525K | 0.29% | 60 |
|
|
2022
Q1 | $2.22M | Buy |
20,421
+13,810
| +209% | +$1.5M | 0.49% | 37 |
|
|
2021
Q4 | $747K | Buy |
+6,611
| New | +$747K | 0.23% | 75 |
|