AFG Fiduciary Services’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 | $5.28M | Buy |
47,613
+3,822
| +9% | +$424K | 3.38% | 8 |
|
|
2025
Q1 | $4.32M | Buy |
43,791
+4,383
| +11% | +$432K | 3.16% | 9 |
|
|
2024
Q4 | $4.61M | Buy |
39,408
+88
| +0.2% | +$10.3K | 3.26% | 8 |
|
|
2024
Q3 | $4.57M | Sell |
39,320
-41
| -0.1% | -$4.76K | 3.08% | 8 |
|
|
2024
Q2 | $4.54M | Sell |
39,361
-541
| -1% | -$62.4K | 3.17% | 8 |
|
|
2024
Q1 | $4.35M | Sell |
39,902
-1,719
| -4% | -$187K | 3.21% | 8 |
|
|
2023
Q4 | $4.42M | Buy |
41,621
+1,682
| +4% | +$178K | 3.59% | 8 |
|
|
2023
Q3 | $3.64M | Sell |
39,939
-15,780
| -28% | -$1.44M | 3.23% | 8 |
|
|
2023
Q2 | $5.65M | Buy |
55,719
+18,490
| +50% | +$1.88M | 4.26% | 6 |
|
|
2023
Q1 | $3.6M | Sell |
37,229
-18,879
| -34% | -$1.83M | 3.32% | 7 |
|
|
2022
Q4 | $8.4M | Buy |
56,108
+19,095
| +52% | +$2.86M | 7.9% | 2 |
|
|
2022
Q3 | $3.26M | Buy |
37,013
+2,296
| +7% | +$202K | 3.07% | 7 |
|
|
2022
Q2 | $3.21M | Sell |
34,717
-15,195
| -30% | -$1.4M | 2.79% | 6 |
|
|
2022
Q1 | $5.39M | Buy |
49,912
+10,279
| +26% | +$1.11M | 3.79% | 5 |
|
|
2021
Q4 | $4.54M | Buy |
+39,633
| New | +$4.54M | 3.19% | 7 |
|