Financial Advisors Network’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 | $291K | Sell |
2,659
-329
| -11% | -$36K | 0.04% | 153 |
|
|
2025
Q1 | $312K | Buy |
2,988
+434
| +17% | +$45.4K | 0.05% | 133 |
|
|
2024
Q4 | $294K | Buy |
+2,554
| New | +$294K | 0.05% | 148 |
|
|
2023
Q4 | $267K | Sell |
2,464
-50
| -2% | -$5.41K | 0.05% | 139 |
|
|
2023
Q3 | $237K | Buy |
+2,514
| New | +$237K | 0.05% | 140 |
|
|
2022
Q4 | $214K | Buy |
+2,263
| New | +$214K | 0.06% | 118 |
|
|
2022
Q2 | – | Sell |
-2,180
| Closed | -$235K | – | 123 |
|
|
2022
Q1 | $235K | Sell |
2,180
-6,385
| -75% | -$688K | 0.06% | 113 |
|
|
2021
Q4 | $981K | Sell |
8,565
-177
| -2% | -$20.3K | 0.22% | 58 |
|
|
2021
Q3 | $1.04M | Buy |
8,742
+44
| +0.5% | +$5.26K | 0.24% | 56 |
|
|
2021
Q2 | $983K | Sell |
8,698
-285
| -3% | -$32.2K | 0.29% | 54 |
|
|
2021
Q1 | $975K | Sell |
8,983
-1,385
| -13% | -$150K | 0.31% | 54 |
|
|
2020
Q4 | $953K | Sell |
10,368
-583
| -5% | -$53.6K | 0.33% | 48 |
|
|
2020
Q3 | $769K | Sell |
10,951
-1,299
| -11% | -$91.2K | 0.3% | 51 |
|
|
2020
Q2 | $837K | Sell |
12,250
-920
| -7% | -$62.9K | 0.34% | 49 |
|
|
2020
Q1 | $739K | Buy |
+13,170
| New | +$739K | 0.35% | 44 |
|