Wiser Wealth Management’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 | $3.04M | Buy |
27,778
+3,366
| +14% | +$368K | 0.76% | 13 |
|
|
2025
Q1 | $2.55M | Buy |
24,412
+1,818
| +8% | +$190K | 0.72% | 13 |
|
|
2024
Q4 | $2.6M | Buy |
22,594
+719
| +3% | +$82.8K | 0.73% | 13 |
|
|
2024
Q3 | $2.56M | Buy |
21,875
+411
| +2% | +$48.1K | 0.73% | 13 |
|
|
2024
Q2 | $2.29M | Buy |
21,464
+591
| +3% | +$63K | 0.71% | 14 |
|
|
2024
Q1 | $2.31M | Sell |
20,873
-219
| -1% | -$24.2K | 0.76% | 12 |
|
|
2023
Q4 | $2.21M | Sell |
21,092
-6,967
| -25% | -$729K | 0.8% | 14 |
|
|
2023
Q3 | $2.65M | Buy |
28,059
+813
| +3% | +$76.7K | 1.08% | 13 |
|
|
2023
Q2 | $2.72M | Buy |
27,246
+486
| +2% | +$48.4K | 1.09% | 15 |
|
|
2023
Q1 | $2.59M | Sell |
26,760
-2,189
| -8% | -$212K | 1.11% | 15 |
|
|
2022
Q4 | $2.74M | Buy |
28,949
+6,672
| +30% | +$631K | 1.27% | 14 |
|
|
2022
Q3 | $1.94M | Sell |
22,277
-106
| -0.5% | -$9.24K | 1.01% | 16 |
|
|
2022
Q2 | $2.07M | Sell |
22,383
-104,188
| -82% | -$9.63M | 1.07% | 18 |
|
|
2022
Q1 | $13.7M | Buy |
126,571
+14,140
| +13% | +$1.53M | 6.3% | 5 |
|
|
2021
Q4 | $12.9M | Buy |
112,431
+5,358
| +5% | +$614K | 6.29% | 5 |
|
|
2021
Q3 | $11.7M | Buy |
107,073
+14,228
| +15% | +$1.55M | 6.23% | 6 |
|
|
2021
Q2 | $10.5M | Buy |
92,845
+7,081
| +8% | +$800K | 6.39% | 6 |
|
|
2021
Q1 | $9.31M | Sell |
85,764
-14,568
| -15% | -$1.58M | 6.39% | 6 |
|
|
2020
Q4 | $9.22M | Buy |
+100,332
| New | +$9.22M | 6.91% | 5 |
|