YHB Investment 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 | $22.6M | Buy |
206,772
+181
| +0.1% | +$19.8K | 1.74% | 11 |
|
|
2025
Q1 | $21.6M | Buy |
206,591
+185
| +0.1% | +$19.3K | 1.8% | 12 |
|
|
2024
Q4 | $23.8M | Buy |
206,406
+3,976
| +2% | +$458K | 1.95% | 12 |
|
|
2024
Q3 | $23.7M | Buy |
202,430
+9,024
| +5% | +$1.06M | 1.96% | 11 |
|
|
2024
Q2 | $20.6M | Buy |
193,406
+2,835
| +1% | +$302K | 1.78% | 12 |
|
|
2024
Q1 | $21.1M | Buy |
190,571
+11,821
| +7% | +$1.31M | 1.87% | 11 |
|
|
2023
Q4 | $19.3M | Buy |
178,750
+2,726
| +2% | +$295K | 1.87% | 11 |
|
|
2023
Q3 | $16.6M | Buy |
176,024
+3,061
| +2% | +$289K | 1.53% | 13 |
|
|
2023
Q2 | $17.2M | Buy |
172,963
+4,950
| +3% | +$493K | 1.61% | 12 |
|
|
2023
Q1 | $16.2M | Buy |
168,013
+28,232
| +20% | +$2.73M | 1.63% | 13 |
|
|
2022
Q4 | $13.2M | Buy |
139,781
+1,638
| +1% | +$155K | 1.41% | 15 |
|
|
2022
Q3 | $12M | Buy |
138,143
+34,854
| +34% | +$3.04M | 1.34% | 15 |
|
|
2022
Q2 | $9.55M | Sell |
103,289
-833
| -0.8% | -$77K | 1.01% | 24 |
|
|
2022
Q1 | $11.2M | Buy |
104,122
+770
| +0.7% | +$83.1K | 0.99% | 24 |
|
|
2021
Q4 | $11.8M | Buy |
103,352
+2,085
| +2% | +$239K | 0.94% | 25 |
|
|
2021
Q3 | $11.1M | Buy |
101,267
+1,255
| +1% | +$137K | 0.95% | 26 |
|
|
2021
Q2 | $11.3M | Sell |
100,012
-151
| -0.2% | -$17.1K | 0.96% | 27 |
|
|
2021
Q1 | $11.1M | Sell |
100,163
-3,100
| -3% | -$343K | 0.96% | 27 |
|
|
2020
Q4 | $9.49M | Sell |
103,263
-642
| -0.6% | -$59K | 0.9% | 31 |
|
|
2020
Q3 | $7.3M | Buy |
+103,905
| New | +$7.3M | 0.79% | 35 |
|