Zullo Investment 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 | $215K | Sell |
1,967
-75
| -4% | -$8.2K | 0.09% | 140 |
|
|
2025
Q1 | $213K | Sell |
2,042
-56
| -3% | -$5.86K | 0.09% | 137 |
|
|
2024
Q4 | $242K | Sell |
2,098
-74
| -3% | -$8.53K | 0.1% | 131 |
|
|
2024
Q3 | $254K | Hold |
2,172
| – | – | 0.11% | 133 |
|
|
2024
Q2 | $232K | Sell |
2,172
-57
| -3% | -$6.08K | 0.1% | 138 |
|
|
2024
Q1 | $246K | Buy |
2,229
+14
| +0.6% | +$1.55K | 0.12% | 135 |
|
|
2023
Q4 | $240K | Sell |
2,215
-305
| -12% | -$33K | 0.12% | 129 |
|
|
2023
Q3 | $238K | Sell |
2,520
-62
| -2% | -$5.85K | 0.14% | 120 |
|
|
2023
Q2 | $257K | Buy |
2,582
+1
| +0% | +$100 | 0.15% | 117 |
|
|
2023
Q1 | $250K | Sell |
2,581
-598
| -19% | -$57.8K | 0.16% | 116 |
|
|
2022
Q4 | $301K | Sell |
3,179
-11
| -0.3% | -$1.04K | 0.18% | 105 |
|
|
2022
Q3 | $278K | Sell |
3,190
-50
| -2% | -$4.36K | 0.18% | 101 |
|
|
2022
Q2 | $299K | Sell |
3,240
-388
| -11% | -$35.8K | 0.19% | 99 |
|
|
2022
Q1 | $391K | Sell |
3,628
-4
| -0.1% | -$431 | 0.2% | 95 |
|
|
2021
Q4 | $416K | Buy |
+3,632
| New | +$416K | 0.21% | 92 |
|