CFFP
Center for Financial Planning’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 | $1.51M | Sell |
13,816
-424
| -3% | -$46.3K | 0.17% | 49 |
|
|
2025
Q1 | $1.49M | Buy |
14,240
+2,501
| +21% | +$262K | 0.19% | 48 |
|
|
2024
Q4 | $1.35M | Buy |
11,739
+930
| +9% | +$107K | 0.18% | 51 |
|
|
2024
Q3 | $1.26M | Buy |
10,809
+38
| +0.4% | +$4.44K | 0.17% | 50 |
|
|
2024
Q2 | $1.15M | Sell |
10,771
-447
| -4% | -$47.7K | 0.17% | 52 |
|
|
2024
Q1 | $1.24M | Buy |
11,218
+131
| +1% | +$14.5K | 0.19% | 51 |
|
|
2023
Q4 | $1.2M | Buy |
11,087
+169
| +2% | +$18.3K | 0.22% | 47 |
|
|
2023
Q3 | $1.03M | Sell |
10,918
-202
| -2% | -$19.1K | 0.22% | 46 |
|
|
2023
Q2 | $1.11M | Sell |
11,120
-124
| -1% | -$12.4K | 0.23% | 44 |
|
|
2023
Q1 | $1.09M | Sell |
11,244
-1,061
| -9% | -$103K | 0.25% | 43 |
|
|
2022
Q4 | $1.16M | Sell |
12,305
-89
| -0.7% | -$8.42K | 0.28% | 40 |
|
|
2022
Q3 | $1.08M | Sell |
12,394
-100
| -0.8% | -$8.72K | 0.29% | 40 |
|
|
2022
Q2 | $1.16M | Buy |
12,494
+9
| +0.1% | +$832 | 0.29% | 38 |
|
|
2022
Q1 | $1.35M | Sell |
12,485
-1,660
| -12% | -$179K | 0.28% | 40 |
|
|
2021
Q4 | $1.62M | Buy |
14,145
+1,675
| +13% | +$192K | 0.33% | 32 |
|
|
2021
Q3 | $1.36M | Sell |
12,470
-82
| -0.7% | -$8.96K | 0.33% | 36 |
|
|
2021
Q2 | $1.42M | Buy |
12,552
+243
| +2% | +$27.5K | 0.35% | 35 |
|
|
2021
Q1 | $1.34M | Buy |
12,309
+4,871
| +65% | +$529K | 0.35% | 33 |
|
|
2020
Q4 | $684K | Sell |
7,438
-413
| -5% | -$38K | 0.19% | 55 |
|
|
2020
Q3 | $551K | Sell |
7,851
-1,588
| -17% | -$111K | 0.18% | 62 |
|
|
2020
Q2 | $645K | Sell |
9,439
-4,015
| -30% | -$274K | 0.23% | 49 |
|
|
2020
Q1 | $755K | Buy |
13,454
+12,014
| +834% | +$674K | 0.26% | 43 |
|
|
2019
Q4 | $121K | Buy |
+1,440
| New | +$121K | 0.03% | 127 |
|