Capasso Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $827K | Sell |
|
|||||
|
2025
Q2 | $785K | Sell |
|
|||||
|
2025
Q1 | $775K | Sell |
|
|||||
|
2024
Q4 | $1.29M | Sell |
|
|||||
|
2024
Q3 | $2.27M | Buy |
|
|||||
|
2024
Q2 | $1.81M | Buy |
|
|||||
|
2024
Q1 | $1.64M | Buy |
|
|||||
|
2023
Q4 | $1.48M | Buy |
|
|||||
|
2023
Q3 | $856K | Sell |
|
|||||
|
2023
Q2 | $912K | Sell |
|
|||||
|
2023
Q1 | $1.58M | Buy |
|
|||||
|
2022
Q4 | $1.43M | Buy |
|
|||||
|
2022
Q3 | $1.16M | Sell |
|
|||||
|
2022
Q2 | $1.35M | Buy |
|
|||||
|
2022
Q1 | $1.33M | Buy |
|
|||||
|
2021
Q4 | $1.24M | Buy |
|