World Equity 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 | $2.07M | Buy |
18,900
+38
| +0.2% | +$4.15K | 0.56% | 35 |
|
|
2025
Q1 | $1.98M | Sell |
18,862
-19,330
| -51% | -$2.03M | 0.57% | 38 |
|
|
2024
Q4 | $4.4M | Buy |
38,192
+19,582
| +105% | +$2.26M | 0.94% | 22 |
|
|
2024
Q3 | $2.18M | Buy |
18,610
+1,228
| +7% | +$144K | 0.79% | 29 |
|
|
2024
Q2 | $1.85M | Sell |
17,382
-15,722
| -47% | -$1.68M | 0.55% | 45 |
|
|
2024
Q1 | $3.67M | Sell |
33,104
-14,660
| -31% | -$1.62M | 0.75% | 29 |
|
|
2023
Q4 | $5.18M | Sell |
47,764
-15,926
| -25% | -$1.73M | 1.04% | 15 |
|
|
2023
Q3 | $6M | Buy |
63,690
+54,705
| +609% | +$5.16M | 1.25% | 10 |
|
|
2023
Q2 | $895K | Sell |
8,985
-21,289
| -70% | -$2.12M | 0.26% | 100 |
|
|
2023
Q1 | $3.37M | Buy |
30,274
+13,225
| +78% | +$1.47M | 0.5% | 47 |
|
|
2022
Q4 | $1.61M | Sell |
17,049
-454
| -3% | -$43K | 0.38% | 75 |
|
|
2022
Q3 | $1.53M | Buy |
17,503
+7,658
| +78% | +$668K | 0.39% | 70 |
|
|
2022
Q2 | $910K | Sell |
9,845
-3,621
| -27% | -$335K | 0.23% | 119 |
|
|
2022
Q1 | $1.45M | Buy |
+13,466
| New | +$1.45M | 0.31% | 88 |
|