4FG
4Thought Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
104,252
+23,922
| +30% | +$2.61M | 6.05% | 4 |
|
|
2025
Q1 | $8.4M | Buy |
80,330
+851
| +1% | +$89K | 5.19% | 3 |
|
|
2024
Q4 | $9.16M | Buy |
79,479
+1,274
| +2% | +$147K | 5.68% | 3 |
|
|
2024
Q3 | $9.15M | Sell |
78,205
-5,368
| -6% | -$628K | 5.64% | 4 |
|
|
2024
Q2 | $8.91M | Buy |
83,573
+3,654
| +5% | +$390K | 5.54% | 3 |
|
|
2024
Q1 | $8.83M | Buy |
79,919
+15,337
| +24% | +$1.7M | 5.81% | 4 |
|
|
2023
Q4 | $6.99M | Sell |
64,582
-12,702
| -16% | -$1.37M | 5.05% | 5 |
|
|
2023
Q3 | $7.29M | Buy |
77,284
+3,190
| +4% | +$301K | 5.86% | 4 |
|
|
2023
Q2 | $7.38M | Buy |
74,094
+6,473
| +10% | +$645K | 5.89% | 4 |
|
|
2023
Q1 | $6.54M | Buy |
67,621
+4,795
| +8% | +$464K | 5.41% | 3 |
|
|
2022
Q4 | $5.95M | Buy |
62,826
+3,078
| +5% | +$291K | 5.36% | 3 |
|
|
2022
Q3 | $5.21M | Buy |
59,748
+1,022
| +2% | +$89.1K | 5.12% | 4 |
|
|
2022
Q2 | $5.43M | Buy |
58,726
+13,171
| +29% | +$1.22M | 5.09% | 3 |
|
|
2022
Q1 | $4.91M | Sell |
45,555
-1,268
| -3% | -$137K | 4.36% | 6 |
|
|
2021
Q4 | $5.36M | Sell |
46,823
-186
| -0.4% | -$21.3K | 4.33% | 5 |
|
|
2021
Q3 | $5.13M | Sell |
47,009
-813
| -2% | -$88.8K | 4.46% | 4 |
|
|
2021
Q2 | $5.4M | Buy |
47,822
+66
| +0.1% | +$7.46K | 4.87% | 5 |
|
|
2021
Q1 | $5.18M | Buy |
+47,756
| New | +$5.18M | 5% | 4 |
|