West Michigan 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 | $395K | Buy |
3,614
+61
| +2% | +$6.67K | 0.11% | 136 |
|
|
2025
Q1 | $372K | Sell |
3,553
-392
| -10% | -$41K | 0.12% | 131 |
|
|
2024
Q4 | $455K | Sell |
3,945
-152
| -4% | -$17.5K | 0.14% | 116 |
|
|
2024
Q3 | $479K | Buy |
4,097
+130
| +3% | +$15.2K | 0.14% | 112 |
|
|
2024
Q2 | $423K | Buy |
3,967
+459
| +13% | +$49K | 0.13% | 114 |
|
|
2024
Q1 | $388K | Buy |
3,508
+310
| +10% | +$34.3K | 0.13% | 113 |
|
|
2023
Q4 | $346K | Sell |
3,198
-189
| -6% | -$20.5K | 0.13% | 99 |
|
|
2023
Q3 | $319K | Buy |
3,387
+140
| +4% | +$13.2K | 0.17% | 99 |
|
|
2023
Q2 | $324K | Sell |
3,247
-118
| -4% | -$11.8K | 0.13% | 143 |
|
|
2023
Q1 | $325K | Buy |
3,365
+988
| +42% | +$95.5K | 0.18% | 92 |
|
|
2022
Q4 | $225K | Sell |
2,377
-19,558
| -89% | -$1.85M | 0.16% | 102 |
|
|
2022
Q3 | $1.91M | Buy |
21,935
+626
| +3% | +$54.6K | 1.67% | 15 |
|
|
2022
Q2 | $1.97M | Sell |
21,309
-18,660
| -47% | -$1.72M | 1.69% | 12 |
|
|
2022
Q1 | $4.31M | Buy |
39,969
+36,996
| +1,244% | +$3.99M | 2.91% | 8 |
|
|
2021
Q4 | $340K | Buy |
+2,973
| New | +$340K | 0.25% | 76 |
|