Capital Planning’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 | $3.6M | Buy |
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|
2025
Q2 | $3.3M | Buy |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $3.28M | Buy |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.77M | Buy |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.85M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $922K | Buy |
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|
2022
Q2 | $959K | Buy |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $873K | Buy |
|