Fiduciary Planning’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 | $224K | Hold |
2,054
| – | – | 0.07% | 74 |
|
|
2025
Q1 | $215K | Hold |
2,054
| – | – | 0.07% | 74 |
|
|
2024
Q4 | $237K | Sell |
2,054
-419
| -17% | -$48.3K | 0.08% | 69 |
|
|
2024
Q3 | $289K | Buy |
2,473
+419
| +20% | +$49K | 0.1% | 54 |
|
|
2024
Q2 | $219K | Hold |
2,054
| – | – | 0.08% | 59 |
|
|
2024
Q1 | $227K | Buy |
+2,054
| New | +$227K | 0.09% | 51 |
|
|
2021
Q2 | – | Sell |
-1,211
| Closed | -$131K | – | 156 |
|
|
2021
Q1 | $131K | Buy |
1,211
+3
| +0.2% | +$325 | 0.2% | 46 |
|
|
2020
Q4 | $111K | Buy |
1,208
+3
| +0.2% | +$276 | 0.16% | 58 |
|
|
2020
Q3 | $85K | Buy |
+1,205
| New | +$85K | 0.14% | 58 |
|