EFG
Ethos Financial Group’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 | $1.72M | Sell |
15,755
-659
| -4% | -$72K | 0.15% | 130 |
|
|
2025
Q1 | $1.79M | Sell |
16,414
-99
| -0.6% | -$10.8K | 0.17% | 120 |
|
|
2024
Q4 | $1.9M | Buy |
16,513
+9,303
| +129% | +$1.07M | 0.25% | 77 |
|
|
2024
Q3 | $843K | Sell |
7,210
-536
| -7% | -$62.7K | 0.14% | 91 |
|
|
2024
Q2 | $826K | Buy |
7,746
+2,113
| +38% | +$225K | 0.15% | 89 |
|
|
2024
Q1 | $623K | Buy |
5,633
+158
| +3% | +$17.5K | 0.12% | 116 |
|
|
2023
Q4 | $593K | Buy |
5,475
+310
| +6% | +$33.6K | 0.13% | 120 |
|
|
2023
Q3 | $490K | Buy |
+5,165
| New | +$490K | 0.13% | 96 |
|