BFSG LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $458K | Buy |
3,688
+709
| +24% | +$90.1K | 0.04% | 196 |
|
|
2025
Q4 | $358K | Hold |
2,979
| – | – | 0.03% | 211 |
|
|
2025
Q3 | $354K | Hold |
2,979
| – | – | 0.03% | 222 |
|
|
2025
Q2 | $326K | Buy |
2,979
+80
| +3% | +$8.27K | 0.04% | 208 |
|
|
2025
Q1 | $303K | Sell |
2,899
-47
| -2% | -$5.3K | 0.04% | 196 |
|
|
2024
Q4 | $339K | Hold |
2,946
| – | – | 0.04% | 194 |
|
|
2024
Q3 | $345K | Hold |
2,946
| – | – | 0.04% | 199 |
|
|
2024
Q2 | $314K | Sell |
2,946
-125
| -4% | -$13.4K | 0.04% | 197 |
|
|
2024
Q1 | $339K | Buy |
3,071
+244
| +9% | +$25.9K | 0.04% | 186 |
|
|
2023
Q4 | $306K | Sell |
2,827
-125
| -4% | -$12K | 0.04% | 196 |
|
|
2023
Q3 | $278K | Hold |
2,952
| – | – | 0.05% | 202 |
|
|
2023
Q2 | $294K | Buy |
2,952
+624
| +27% | +$59.4K | 0.05% | 197 |
|
|
2023
Q1 | $225K | Sell |
2,328
-8
| -0.3% | -$800 | 0.04% | 188 |
|
|
2022
Q4 | $221K | Sell |
2,336
-1,250
| -35% | -$120K | 0.04% | 180 |
|
|
2022
Q3 | $313K | Buy |
+3,586
| New | +$348K | 0.07% | 154 |
|
|
2020
Q1 | – | Sell |
-90,481
| Closed | -$7.59M | – | 175 |
|
|
2019
Q4 | $7.59M | Buy |
90,481
+437
| +0.5% | +$35.2K | 1.43% | 17 |
|
|
2019
Q3 | $7M | Sell |
90,044
-1,337
| -1% | -$104K | 1.55% | 18 |
|
|
2019
Q2 | $7.15M | Buy |
91,381
+852
| +0.9% | +$66.1K | 2.79% | 8 |
|
|
2019
Q1 | $6.98M | Buy |
90,529
+534
| +0.6% | +$41K | 2.62% | 9 |
|
|
2018
Q4 | $6.24M | Sell |
89,995
-3,683
| -4% | -$285K | 2.83% | 10 |
|
|
2018
Q3 | $8.17M | Sell |
93,678
-1,223
| -1% | -$107K | 3.45% | 4 |
|
|
2018
Q2 | $7.92M | Sell |
94,901
-288
| -0.3% | -$23.5K | 3.48% | 3 |
|
|
2018
Q1 | $7.33M | Sell |
95,189
-35
| -0% | -$2.72K | 3.25% | 5 |
|
|
2017
Q4 | $7.31M | Sell |
95,224
-2,335
| -2% | -$176K | 3.09% | 6 |
|
|
2017
Q3 | $7.24M | Sell |
97,559
-1,023
| -1% | -$71.7K | 3.27% | 5 |
|
|
2017
Q2 | $6.91M | Buy |
98,582
+1,015
| +1% | +$70.3K | 3.4% | 4 |
|
|
2017
Q1 | $6.75M | Buy |
+97,567
| New | +$6.73M | 3.39% | 4 |
|
Other funds holding IJR
