White Lighthouse Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $864K | Buy |
6,953
+183
| +3% | +$23.2K | 0.12% | 82 |
|
|
2025
Q4 | $814K | Buy |
6,770
+50
| +0.7% | +$5.98K | 0.11% | 83 |
|
|
2025
Q3 | $799K | Sell |
6,720
-475
| -7% | -$54.6K | 0.12% | 78 |
|
|
2025
Q2 | $786K | Buy |
7,195
+831
| +13% | +$85.9K | 0.13% | 75 |
|
|
2025
Q1 | $750K | Sell |
6,364
-176
| -3% | -$19.9K | 0.13% | 77 |
|
|
2024
Q4 | $754K | Sell |
6,540
-247
| -4% | -$29.5K | 0.13% | 74 |
|
|
2024
Q3 | $794K | Buy |
6,787
+74
| +1% | +$8.36K | 0.14% | 73 |
|
|
2024
Q2 | $716K | Sell |
6,713
-23
| -0.3% | -$2.46K | 0.14% | 73 |
|
|
2024
Q1 | $744K | Buy |
6,736
+285
| +4% | +$30.3K | 0.15% | 74 |
|
|
2023
Q4 | $698K | Sell |
6,451
-275
| -4% | -$26.5K | 0.15% | 74 |
|
|
2023
Q3 | $634K | Sell |
6,726
-68
| -1% | -$6.79K | 0.15% | 75 |
|
|
2023
Q2 | $677K | Buy |
6,794
+140
| +2% | +$13.3K | 0.16% | 73 |
|
|
2023
Q1 | $643K | Sell |
6,654
-523
| -7% | -$52.3K | 0.16% | 75 |
|
|
2022
Q4 | $679K | Buy |
7,177
+669
| +10% | +$64.2K | 0.18% | 72 |
|
|
2022
Q3 | $567K | Sell |
6,508
-505
| -7% | -$49.1K | 0.17% | 71 |
|
|
2022
Q2 | $648K | Hold |
7,013
| – | – | 0.19% | 68 |
|
|
2022
Q1 | $757K | Buy |
7,013
+735
| +12% | +$79.3K | 0.19% | 68 |
|
|
2021
Q4 | $719K | Buy |
6,278
+52
| +0.8% | +$5.93K | 0.18% | 70 |
|
|
2021
Q3 | $680K | Buy |
6,226
+78
| +1% | +$8.59K | 0.18% | 70 |
|
|
2021
Q2 | $695K | Sell |
6,148
-68
| -1% | -$7.58K | 0.19% | 69 |
|
|
2021
Q1 | $675K | Sell |
6,216
-1,316
| -17% | -$138K | 0.21% | 68 |
|
|
2020
Q4 | $692K | Sell |
7,532
-468
| -6% | -$38.4K | 0.22% | 67 |
|
|
2020
Q3 | $562K | Buy |
8,000
+190
| +2% | +$13.6K | 0.19% | 70 |
|
|
2020
Q2 | $533K | Buy |
7,810
+2,427
| +45% | +$153K | 0.2% | 73 |
|
|
2020
Q1 | $302K | Buy |
+5,383
| New | +$401K | 0.13% | 93 |
|
Other funds holding IJR
