Wilshire 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 | $3.07M | Buy |
28,120
+200
| +0.7% | +$21.9K | 27.8% | 2 |
|
|
2025
Q1 | $292K | Buy |
27,920
+602
| +2% | +$6.3K | 0.92% | 11 |
|
|
2024
Q4 | $3.15M | Buy |
27,318
+2,890
| +12% | +$333K | 1.15% | 7 |
|
|
2024
Q3 | $2.86M | Sell |
24,428
-1,422
| -6% | -$166K | 1.37% | 7 |
|
|
2024
Q2 | $2.76M | Buy |
25,850
+5,530
| +27% | +$590K | 1.38% | 7 |
|
|
2024
Q1 | $2.25M | Buy |
20,320
+138
| +0.7% | +$15.3K | 1.12% | 7 |
|
|
2023
Q4 | $2.18M | Sell |
20,182
-1,679
| -8% | -$182K | 1.13% | 7 |
|
|
2023
Q3 | $2.06M | Sell |
21,861
-345
| -2% | -$32.5K | 1.15% | 8 |
|
|
2023
Q2 | $2.21M | Sell |
22,206
-15,914
| -42% | -$1.59M | 1.17% | 7 |
|
|
2023
Q1 | $3.69M | Buy |
38,120
+14,874
| +64% | +$1.44M | 1.97% | 7 |
|
|
2022
Q4 | $2.2M | Sell |
23,246
-1,140
| -5% | -$108K | 1.2% | 8 |
|
|
2022
Q3 | $2.13M | Sell |
24,386
-956
| -4% | -$83.3K | 1.22% | 8 |
|
|
2022
Q2 | $2.34M | Buy |
25,342
+9
| +0% | +$832 | 1.23% | 8 |
|
|
2022
Q1 | $2.73M | Sell |
25,333
-693
| -3% | -$74.8K | 1.22% | 8 |
|
|
2021
Q4 | $2.98M | Sell |
26,026
-2,447
| -9% | -$280K | 1.14% | 11 |
|
|
2021
Q3 | $3.11M | Buy |
28,473
+659
| +2% | +$72K | 8.28% | 7 |
|
|
2021
Q2 | $3.14M | Sell |
27,814
-7,187
| -21% | -$812K | 8.04% | 7 |
|
|
2021
Q1 | $3.8M | Sell |
35,001
-7,262
| -17% | -$788K | 3.59% | 12 |
|
|
2020
Q4 | $3.88M | Buy |
42,263
+31,942
| +309% | +$2.94M | 3.69% | 11 |
|
|
2020
Q3 | $726K | Sell |
10,321
-3,344
| -24% | -$235K | 0.74% | 24 |
|
|
2020
Q2 | $933K | Sell |
13,665
-2,060
| -13% | -$141K | 0.98% | 24 |
|
|
2020
Q1 | $883K | Buy |
15,725
+2,775
| +21% | +$156K | 0.96% | 24 |
|
|
2019
Q4 | $1.09M | Sell |
12,950
-580
| -4% | -$48.6K | 0.96% | 25 |
|
|
2019
Q3 | $1.05M | Sell |
13,530
-735
| -5% | -$57.3K | 0.94% | 25 |
|
|
2019
Q2 | $1.12M | Sell |
14,265
-5,875
| -29% | -$460K | 0.99% | 24 |
|
|
2019
Q1 | $1.55M | Sell |
20,140
-1,480
| -7% | -$114K | 1.46% | 20 |
|
|
2018
Q4 | $1.5M | Buy |
21,620
+1,870
| +9% | +$130K | 1.58% | 20 |
|
|
2018
Q3 | $1.72M | Buy |
+19,750
| New | +$1.72M | 1.63% | 20 |
|