BFA
BBJS Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $35K | Hold |
299
| – | – | 0.01% | 83 |
|
2024
Q2 | $31.9K | Hold |
299
| – | – | 0.01% | 84 |
|
2024
Q1 | $33K | Hold |
299
| – | – | 0.01% | 77 |
|
2023
Q4 | $32.3K | Buy |
299
+1
| +0.3% | +$108 | 0.01% | 76 |
|
2023
Q3 | $28.1K | Hold |
298
| – | – | 0.01% | 77 |
|
2023
Q2 | $29.7K | Hold |
298
| – | – | 0.01% | 75 |
|
2023
Q1 | $28.8K | Hold |
298
| – | – | 0.01% | 74 |
|
2022
Q4 | $28.2K | Buy |
+298
| New | +$28.2K | 0.01% | 80 |
|