Consolidated Planning Corp’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 | $5.07M | Sell |
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|
2025
Q1 | $5.51M | Sell |
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|
2024
Q4 | $7.21M | Sell |
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|
2024
Q3 | $7.47M | Sell |
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|
2024
Q2 | $9.2M | Sell |
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|
2024
Q1 | $9.81M | Sell |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $7.61M | Sell |
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|
2023
Q2 | $8.33M | Sell |
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|
2023
Q1 | $8.18M | Sell |
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|
2022
Q4 | $8.17M | Buy |
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|
2022
Q3 | $3.84M | Buy |
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|
2022
Q2 | $3.99M | Sell |
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|
2022
Q1 | $4.78M | Sell |
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|
2021
Q4 | $5.37M | Buy |
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|
2021
Q3 | $5.11M | Sell |
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|
2021
Q2 | $5.39M | Sell |
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|
2021
Q1 | $5.26M | Sell |
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|
2020
Q4 | $4.47M | Sell |
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|
2020
Q3 | $3.44M | Buy |
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|
2020
Q2 | $3.34M | Buy |
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|
2020
Q1 | $2.38M | Buy |
|