BFO
Boston Family Office’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 | $6.45M | Sell |
59,023
-388
| -0.7% | -$42.4K | 0.43% | 61 |
|
|
2025
Q1 | $6.21M | Sell |
59,411
-283
| -0.5% | -$29.6K | 0.44% | 58 |
|
|
2024
Q4 | $6.88M | Sell |
59,694
-1,785
| -3% | -$206K | 0.47% | 57 |
|
|
2024
Q3 | $7.19M | Sell |
61,479
-586
| -0.9% | -$68.5K | 0.49% | 58 |
|
|
2024
Q2 | $6.62M | Sell |
62,065
-5,793
| -9% | -$618K | 0.48% | 58 |
|
|
2024
Q1 | $7.5M | Sell |
67,858
-416
| -0.6% | -$46K | 0.54% | 58 |
|
|
2023
Q4 | $7.39M | Buy |
68,274
+235
| +0.3% | +$25.4K | 0.56% | 61 |
|
|
2023
Q3 | $6.42M | Sell |
68,039
-7,462
| -10% | -$704K | 0.53% | 61 |
|
|
2023
Q2 | $7.52M | Sell |
75,501
-11,238
| -13% | -$1.12M | 0.58% | 52 |
|
|
2023
Q1 | $8.39M | Sell |
86,739
-2,324
| -3% | -$225K | 0.67% | 47 |
|
|
2022
Q4 | $8.43M | Sell |
89,063
-8,836
| -9% | -$836K | 0.7% | 46 |
|
|
2022
Q3 | $8.54M | Sell |
97,899
-30
| -0% | -$2.62K | 0.76% | 44 |
|
|
2022
Q2 | $9.05M | Buy |
97,929
+8,194
| +9% | +$757K | 0.76% | 43 |
|
|
2022
Q1 | $9.68M | Sell |
89,735
-15,264
| -15% | -$1.65M | 0.69% | 44 |
|
|
2021
Q4 | $12M | Sell |
104,999
-17,140
| -14% | -$1.96M | 0.78% | 40 |
|
|
2021
Q3 | $13.3M | Sell |
122,139
-5,385
| -4% | -$588K | 0.97% | 33 |
|
|
2021
Q2 | $14.4M | Sell |
127,524
-8,208
| -6% | -$927K | 1.03% | 31 |
|
|
2021
Q1 | $15.2M | Sell |
135,732
-6,897
| -5% | -$773K | 1.14% | 27 |
|
|
2020
Q4 | $13.1M | Sell |
142,629
-3,505
| -2% | -$322K | 1.01% | 33 |
|
|
2020
Q3 | $10.3M | Sell |
146,134
-9,154
| -6% | -$643K | 0.93% | 37 |
|
|
2020
Q2 | $10.6M | Sell |
155,288
-3,713
| -2% | -$254K | 1.03% | 31 |
|
|
2020
Q1 | $8.92M | Sell |
159,001
-8,667
| -5% | -$486K | 1.05% | 33 |
|
|
2019
Q4 | $14.1M | Sell |
167,668
-4,162
| -2% | -$349K | 1.34% | 21 |
|
|
2019
Q3 | $13.4M | Sell |
171,830
-687
| -0.4% | -$53.5K | 1.39% | 19 |
|
|
2019
Q2 | $13.5M | Sell |
172,517
-927
| -0.5% | -$72.6K | 1.4% | 21 |
|
|
2019
Q1 | $13.4M | Buy |
173,444
+1,767
| +1% | +$136K | 1.45% | 20 |
|
|
2018
Q4 | $11.9M | Sell |
171,677
-526
| -0.3% | -$36.5K | 1.48% | 19 |
|
|
2018
Q3 | $15M | Buy |
172,203
+3,218
| +2% | +$281K | 1.58% | 11 |
|
|
2018
Q2 | $14.1M | Buy |
168,985
+212
| +0.1% | +$17.7K | 1.6% | 14 |
|
|
2018
Q1 | $13M | Sell |
168,773
-8,437
| -5% | -$650K | 1.48% | 15 |
|
|
2017
Q4 | $13.6M | Sell |
177,210
-7,547
| -4% | -$580K | 1.49% | 14 |
|
|
2017
Q3 | $13.7M | Buy |
184,757
+3,164
| +2% | +$235K | 1.56% | 14 |
|
|
2017
Q2 | $12.7M | Buy |
181,593
+9,009
| +5% | +$632K | 1.51% | 14 |
|
|
2017
Q1 | $11.9M | Buy |
172,584
+87,695
| +103% | +$6.07M | 1.47% | 16 |
|
|
2016
Q4 | $11.7M | Sell |
84,889
-1,339
| -2% | -$184K | 1.52% | 16 |
|
|
2016
Q3 | $10.7M | Sell |
86,228
-249
| -0.3% | -$30.9K | 1.39% | 20 |
|
|
2016
Q2 | $10M | Buy |
86,477
+18
| +0% | +$2.09K | 1.3% | 24 |
|
|
2016
Q1 | $9.73M | Sell |
86,459
-1,659
| -2% | -$187K | 1.28% | 26 |
|
|
2015
Q4 | $9.7M | Sell |
88,118
-4,613
| -5% | -$508K | 1.33% | 21 |
|
|
2015
Q3 | $9.88M | Sell |
92,731
-940
| -1% | -$100K | 1.38% | 18 |
|
|
2015
Q2 | $11M | Sell |
93,671
-824
| -0.9% | -$97.1K | 1.39% | 16 |
|
|
2015
Q1 | $11.2M | Sell |
94,495
-285
| -0.3% | -$33.6K | 1.38% | 16 |
|
|
2014
Q4 | $10.8M | Sell |
94,780
-1,400
| -1% | -$160K | 1.35% | 16 |
|
|
2014
Q3 | $10M | Buy |
96,180
+786
| +0.8% | +$82K | 1.29% | 18 |
|
|
2014
Q2 | $10.7M | Buy |
95,394
+1,277
| +1% | +$143K | 1.36% | 18 |
|
|
2014
Q1 | $10.4M | Sell |
94,117
-1,840
| -2% | -$203K | 1.38% | 17 |
|
|
2013
Q4 | $10.5M | Sell |
95,957
-700
| -0.7% | -$76.4K | 1.38% | 16 |
|
|
2013
Q3 | $9.65M | Sell |
96,657
-505
| -0.5% | -$50.4K | 1.37% | 15 |
|
|
2013
Q2 | $8.78M | Buy |
+97,162
| New | +$8.78M | 1.33% | 15 |
|