Center for Financial 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
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $684K | Sell |
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|
2020
Q3 | $551K | Sell |
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|
2020
Q2 | $645K | Sell |
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|
2020
Q1 | $755K | Buy |
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|
2019
Q4 | $121K | Buy |
|