Welch 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 | $201K | Buy |
+1,840
| New | +$201K | 0.01% | 265 |
|
|
2025
Q1 | – | Sell |
-2,026
| Closed | -$233K | – | 269 |
|
|
2024
Q4 | $233K | Hold |
2,026
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $237K | Buy |
2,026
+1
| +0% | +$117 | 0.01% | 234 |
|
|
2024
Q2 | $216K | Sell |
2,025
-701
| -26% | -$74.8K | 0.01% | 238 |
|
|
2024
Q1 | $301K | Sell |
2,726
-353
| -11% | -$39K | 0.01% | 179 |
|
|
2023
Q4 | $333K | Sell |
3,079
-991
| -24% | -$107K | 0.02% | 163 |
|
|
2023
Q3 | $384K | Sell |
4,070
-302
| -7% | -$28.5K | 0.02% | 130 |
|
|
2023
Q2 | $436K | Sell |
4,372
-35
| -0.8% | -$3.49K | 0.03% | 119 |
|
|
2023
Q1 | $426K | Sell |
4,407
-575
| -12% | -$55.6K | 0.02% | 120 |
|
|
2022
Q4 | $472K | Buy |
+4,982
| New | +$472K | 0.03% | 121 |
|
|
2022
Q3 | – | Sell |
-5,106
| Closed | -$472K | – | 191 |
|
|
2022
Q2 | $472K | Buy |
5,106
+1,067
| +26% | +$98.6K | 0.03% | 110 |
|
|
2022
Q1 | $436K | Hold |
4,039
| – | – | 0.02% | 126 |
|
|
2021
Q4 | $463K | Buy |
4,039
+1,925
| +91% | +$221K | 0.03% | 127 |
|
|
2021
Q3 | $231K | Sell |
2,114
-185
| -8% | -$20.2K | 0.02% | 161 |
|
|
2021
Q2 | $260K | Sell |
2,299
-3,039
| -57% | -$344K | 0.02% | 152 |
|
|
2021
Q1 | $579K | Buy |
5,338
+1,176
| +28% | +$128K | 0.04% | 98 |
|
|
2020
Q4 | $382K | Buy |
+4,162
| New | +$382K | 0.03% | 107 |
|