BFWM
Bright Futures Wealth Management’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
Q1 | $828K | Sell |
8,768
-63
| -0.7% | -$5.95K | 0.91% | 35 |
|
|
2024
Q4 | $1.04M | Buy |
8,831
+1,040
| +13% | +$123K | 0.93% | 36 |
|
|
2024
Q3 | $902K | Sell |
7,791
-43
| -0.5% | -$4.98K | 0.44% | 71 |
|
|
2024
Q2 | $870K | Hold |
7,834
| – | – | 0.47% | 62 |
|
|
2024
Q1 | $829K | Buy |
+7,834
| New | +$829K | 0.45% | 67 |
|