Fiducient Advisors’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 | $16.2M | Buy |
148,270
+7,669
| +5% | +$838K | 1.98% | 13 |
|
|
2025
Q1 | $14.7M | Buy |
140,601
+8,340
| +6% | +$872K | 1.84% | 11 |
|
|
2024
Q4 | $15.2M | Buy |
132,261
+4,894
| +4% | +$564K | 1.88% | 15 |
|
|
2024
Q3 | $14.9M | Buy |
127,367
+6,425
| +5% | +$751K | 1.72% | 15 |
|
|
2024
Q2 | $12.9M | Buy |
120,942
+12,382
| +11% | +$1.32M | 1.78% | 14 |
|
|
2024
Q1 | $12M | Buy |
108,560
+81,771
| +305% | +$9.04M | 2.38% | 10 |
|
|
2023
Q4 | $2.9M | Buy |
26,789
+2,784
| +12% | +$301K | 0.54% | 23 |
|
|
2023
Q3 | $2.28M | Buy |
24,005
+3,131
| +15% | +$297K | 0.13% | 29 |
|
|
2023
Q2 | $2.08M | Buy |
20,874
+5,982
| +40% | +$596K | 0.64% | 15 |
|
|
2023
Q1 | $1.44M | Sell |
14,892
-6,764
| -31% | -$654K | 0.47% | 18 |
|
|
2022
Q4 | $2.05M | Buy |
21,656
+1,890
| +10% | +$179K | 0.6% | 19 |
|
|
2022
Q3 | $1.72M | Sell |
19,766
-14,077
| -42% | -$1.23M | 0.82% | 15 |
|
|
2022
Q2 | $3.13M | Buy |
33,843
+12,200
| +56% | +$1.13M | 1.17% | 14 |
|
|
2022
Q1 | $2.34M | Buy |
21,643
+373
| +2% | +$40.2K | 0.88% | 14 |
|
|
2021
Q4 | $2.44M | Sell |
21,270
-695
| -3% | -$79.6K | 0.74% | 16 |
|
|
2021
Q3 | $2.4M | Buy |
21,965
+798
| +4% | +$87.1K | 0.73% | 18 |
|
|
2021
Q2 | $2.39M | Buy |
21,167
+9,100
| +75% | +$1.03M | 0.74% | 17 |
|
|
2021
Q1 | $1.31M | Sell |
12,067
-654
| -5% | -$71K | 0.42% | 20 |
|
|
2020
Q4 | $1.17M | Buy |
+12,721
| New | +$1.17M | 0.43% | 21 |
|
|
2018
Q4 | – | Sell |
-7,090
| Closed | -$619K | – | 21 |
|
|
2018
Q3 | $619K | Sell |
7,090
-1,408
| -17% | -$123K | 0.31% | 15 |
|
|
2018
Q2 | $709K | Buy |
+8,498
| New | +$709K | 0.36% | 15 |
|