BMD
Better Money Decisions’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 | $1.01M | Sell |
9,278
-120
| -1% | -$13.1K | 0.62% | 31 |
|
|
2025
Q1 | $983K | Buy |
9,398
+686
| +8% | +$71.7K | 0.66% | 30 |
|
|
2024
Q4 | $1M | Sell |
8,712
-506
| -5% | -$58.3K | 0.7% | 27 |
|
|
2024
Q3 | $1.08M | Sell |
9,218
-137
| -1% | -$16K | 0.76% | 26 |
|
|
2024
Q2 | $998K | Sell |
9,355
-89
| -0.9% | -$9.49K | 0.75% | 29 |
|
|
2024
Q1 | $1.04M | Sell |
9,444
-78
| -0.8% | -$8.62K | 0.83% | 25 |
|
|
2023
Q4 | $1.03M | Sell |
9,522
-729
| -7% | -$78.9K | 0.86% | 24 |
|
|
2023
Q3 | $967K | Buy |
10,251
+1,197
| +13% | +$113K | 0.85% | 21 |
|
|
2023
Q2 | $902K | Sell |
9,054
-696
| -7% | -$69.4K | 0.74% | 26 |
|
|
2023
Q1 | $943K | Buy |
9,750
+86
| +0.9% | +$8.32K | 0.8% | 23 |
|
|
2022
Q4 | $915K | Sell |
9,664
-431
| -4% | -$40.8K | 0.79% | 27 |
|
|
2022
Q3 | $880K | Buy |
10,095
+48
| +0.5% | +$4.18K | 0.86% | 25 |
|
|
2022
Q2 | $928K | Buy |
10,047
+917
| +10% | +$84.7K | 0.79% | 25 |
|
|
2022
Q1 | $985K | Sell |
9,130
-3,328
| -27% | -$359K | 0.92% | 22 |
|
|
2021
Q4 | $1.43M | Sell |
12,458
-6,347
| -34% | -$727K | 1.2% | 14 |
|
|
2021
Q3 | $2.05M | Buy |
18,805
+319
| +2% | +$34.8K | 1.69% | 10 |
|
|
2021
Q2 | $2.09M | Sell |
18,486
-475
| -3% | -$53.7K | 1.87% | 10 |
|
|
2021
Q1 | $2.06M | Buy |
+18,961
| New | +$2.06M | 2.12% | 10 |
|