Courage Miller Partners’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 | $491K | Hold |
4,489
| – | – | 0.16% | 55 |
|
|
2025
Q1 | $469K | Sell |
4,489
-250
| -5% | -$26.1K | 0.16% | 58 |
|
|
2024
Q4 | $546K | Sell |
4,739
-9
| -0.2% | -$1.04K | 0.19% | 53 |
|
|
2024
Q3 | $555K | Sell |
4,748
-8
| -0.2% | -$936 | 0.19% | 53 |
|
|
2024
Q2 | $507K | Hold |
4,756
| – | – | 0.18% | 57 |
|
|
2024
Q1 | $526K | Sell |
4,756
-317
| -6% | -$35K | 0.18% | 56 |
|
|
2023
Q4 | $549K | Sell |
5,073
-820
| -14% | -$88.8K | 0.21% | 50 |
|
|
2023
Q3 | $556K | Sell |
5,893
-322
| -5% | -$30.4K | 0.23% | 48 |
|
|
2023
Q2 | $619K | Buy |
6,215
+292
| +5% | +$29.1K | 0.26% | 49 |
|
|
2023
Q1 | $573K | Sell |
5,923
-193
| -3% | -$18.7K | 0.24% | 50 |
|
|
2022
Q4 | $579K | Sell |
6,116
-463
| -7% | -$43.8K | 0.27% | 47 |
|
|
2022
Q3 | $574K | Hold |
6,579
| – | – | 0.29% | 46 |
|
|
2022
Q2 | $608K | Buy |
6,579
+74
| +1% | +$6.84K | 0.29% | 46 |
|
|
2022
Q1 | $702K | Buy |
6,505
+195
| +3% | +$21K | 0.28% | 46 |
|
|
2021
Q4 | $723K | Buy |
6,310
+306
| +5% | +$35.1K | 0.27% | 50 |
|
|
2021
Q3 | $656K | Buy |
6,004
+19
| +0.3% | +$2.08K | 0.26% | 52 |
|
|
2021
Q2 | $676K | Buy |
5,985
+242
| +4% | +$27.3K | 0.28% | 56 |
|
|
2021
Q1 | $623K | Sell |
5,743
-283
| -5% | -$30.7K | 0.27% | 56 |
|
|
2020
Q4 | $554K | Sell |
6,026
-522
| -8% | -$48K | 0.25% | 58 |
|
|
2020
Q3 | $447K | Buy |
6,548
+1
| +0% | +$68 | 0.24% | 59 |
|
|
2020
Q2 | $447K | Buy |
6,547
+91
| +1% | +$6.21K | 0.24% | 59 |
|
|
2020
Q1 | $362K | Buy |
6,456
+564
| +10% | +$31.6K | 0.22% | 59 |
|
|
2019
Q4 | $494K | Buy |
5,892
+18
| +0.3% | +$1.51K | 0.25% | 57 |
|
|
2019
Q3 | $457K | Sell |
5,874
-106
| -2% | -$8.25K | 0.25% | 56 |
|
|
2019
Q2 | $468K | Buy |
5,980
+170
| +3% | +$13.3K | 0.26% | 58 |
|
|
2019
Q1 | $448K | Buy |
5,810
+57
| +1% | +$4.4K | 0.25% | 58 |
|
|
2018
Q4 | $398K | Buy |
5,753
+857
| +18% | +$59.3K | 0.24% | 59 |
|
|
2018
Q3 | $427K | Buy |
4,896
+11
| +0.2% | +$959 | 0.25% | 58 |
|
|
2018
Q2 | $407K | Buy |
4,885
+92
| +2% | +$7.67K | 0.24% | 58 |
|
|
2018
Q1 | $369K | Buy |
4,793
+14
| +0.3% | +$1.08K | 0.22% | 58 |
|
|
2017
Q4 | $367K | Sell |
4,779
-78
| -2% | -$5.99K | 0.22% | 58 |
|
|
2017
Q3 | $361K | Sell |
4,857
-42
| -0.9% | -$3.12K | 0.23% | 58 |
|
|
2017
Q2 | $344K | Sell |
4,899
-76
| -2% | -$5.34K | 0.23% | 57 |
|
|
2017
Q1 | $344K | Sell |
4,975
-133
| -3% | -$9.2K | 0.24% | 56 |
|
|
2016
Q4 | $351K | Sell |
5,108
-474
| -8% | -$32.6K | 0.24% | 56 |
|
|
2016
Q3 | $347K | Sell |
5,582
-14
| -0.3% | -$870 | 0.24% | 56 |
|
|
2016
Q2 | $325K | Sell |
5,596
-168
| -3% | -$9.76K | 0.23% | 57 |
|
|
2016
Q1 | $324K | Sell |
5,764
-40
| -0.7% | -$2.25K | 0.23% | 57 |
|
|
2015
Q4 | $320K | Buy |
5,804
+108
| +2% | +$5.96K | 0.22% | 56 |
|
|
2015
Q3 | $304K | Buy |
5,696
+2
| +0% | +$107 | 0.23% | 55 |
|
|
2015
Q2 | $336K | Sell |
5,694
-56
| -1% | -$3.31K | 0.25% | 52 |
|
|
2015
Q1 | $339K | Buy |
5,750
+560
| +11% | +$33K | 0.25% | 52 |
|
|
2014
Q4 | $296K | Sell |
5,190
-40
| -0.8% | -$2.28K | 0.24% | 49 |
|
|
2014
Q3 | $273K | Buy |
5,230
+390
| +8% | +$20.4K | 0.21% | 52 |
|
|
2014
Q2 | $271K | Buy |
4,840
+38
| +0.8% | +$2.13K | 0.2% | 55 |
|
|
2014
Q1 | $264K | Buy |
+4,802
| New | +$264K | 0.21% | 50 |
|