CFO4Life Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
94,523
-281
| -0.3% | -$30.7K | 1.62% | 14 |
|
|
2025
Q1 | $9.91M | Buy |
94,804
+679
| +0.7% | +$71K | 1.67% | 16 |
|
|
2024
Q4 | $10.8M | Sell |
94,125
-1,414
| -1% | -$163K | 1.91% | 14 |
|
|
2024
Q3 | $11.2M | Buy |
95,539
+744
| +0.8% | +$87K | 1.98% | 13 |
|
|
2024
Q2 | $10.1M | Sell |
94,795
-75
| -0.1% | -$8K | 1.9% | 14 |
|
|
2024
Q1 | $10.5M | Buy |
94,870
+5,333
| +6% | +$589K | 1.9% | 14 |
|
|
2023
Q4 | $9.69M | Buy |
89,537
+969
| +1% | +$105K | 1.85% | 13 |
|
|
2023
Q3 | $8.35M | Buy |
88,568
+849
| +1% | +$80.1K | 1.93% | 12 |
|
|
2023
Q2 | $8.74M | Buy |
87,719
+1,448
| +2% | +$144K | 1.88% | 12 |
|
|
2023
Q1 | $8.34M | Buy |
86,271
+502
| +0.6% | +$48.5K | 1.9% | 12 |
|
|
2022
Q4 | $8.12M | Sell |
85,769
-3,264
| -4% | -$309K | 1.73% | 15 |
|
|
2022
Q3 | $7.76M | Sell |
89,033
-90
| -0.1% | -$7.85K | 2.07% | 10 |
|
|
2022
Q2 | $8.3M | Buy |
89,123
+63
| +0.1% | +$5.87K | 2.06% | 10 |
|
|
2022
Q1 | $9.61M | Sell |
89,060
-1,532
| -2% | -$165K | 2.02% | 11 |
|
|
2021
Q4 | $10.4M | Sell |
90,592
-5,940
| -6% | -$680K | 2.14% | 13 |
|
|
2021
Q3 | $10.5M | Buy |
96,532
+1,714
| +2% | +$187K | 2.45% | 12 |
|
|
2021
Q2 | $10.7M | Buy |
94,818
+1,059
| +1% | +$120K | 2.47% | 11 |
|
|
2021
Q1 | $10.2M | Sell |
93,759
-928
| -1% | -$101K | 2.53% | 11 |
|
|
2020
Q4 | $8.7M | Buy |
94,687
+1,004
| +1% | +$92.3K | 2.5% | 10 |
|
|
2020
Q3 | $6.58M | Sell |
93,683
-2,382
| -2% | -$167K | 2.23% | 14 |
|
|
2020
Q2 | $6.56M | Sell |
96,065
-1,064
| -1% | -$72.7K | 2.52% | 13 |
|
|
2020
Q1 | $5.45M | Sell |
97,129
-11,898
| -11% | -$668K | 2.91% | 8 |
|
|
2019
Q4 | $9.14M | Sell |
109,027
-7,484
| -6% | -$628K | 3.86% | 6 |
|
|
2019
Q3 | $9.07M | Sell |
116,511
-6,035
| -5% | -$470K | 4.07% | 5 |
|
|
2019
Q2 | $9.59M | Sell |
122,546
-47,212
| -28% | -$3.7M | 4.38% | 5 |
|
|
2019
Q1 | $13.1M | Buy |
169,758
+68,228
| +67% | +$5.26M | 6.14% | 3 |
|
|
2018
Q4 | $7.04M | Buy |
101,530
+28,630
| +39% | +$1.98M | 3.1% | 8 |
|
|
2018
Q3 | $6.36M | Buy |
72,900
+18,060
| +33% | +$1.58M | 2.82% | 7 |
|
|
2018
Q2 | $4.58M | Buy |
54,840
+2,555
| +5% | +$213K | 1.91% | 13 |
|
|
2018
Q1 | $4.03M | Buy |
52,285
+2,614
| +5% | +$201K | 3.4% | 8 |
|
|
2017
Q4 | $3.82M | Buy |
49,671
+1,967
| +4% | +$151K | 3% | 8 |
|
|
2017
Q3 | $3.54M | Buy |
47,704
+4,426
| +10% | +$329K | 2.86% | 8 |
|
|
2017
Q2 | $3.03M | Buy |
43,278
+6,390
| +17% | +$448K | 2.79% | 8 |
|
|
2017
Q1 | $2.55M | Buy |
+36,888
| New | +$2.55M | 2.31% | 10 |
|