Financial Freedom LLC’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 | $505K | Sell |
4,622
-510
| -10% | -$55.7K | 0.27% | 62 |
|
|
2025
Q1 | $537K | Sell |
5,132
-2,381
| -32% | -$249K | 0.31% | 57 |
|
|
2024
Q4 | $866K | Sell |
7,513
-68
| -0.9% | -$7.84K | 0.46% | 41 |
|
|
2024
Q3 | $887K | Buy |
7,581
+19
| +0.3% | +$2.22K | 0.47% | 41 |
|
|
2024
Q2 | $807K | Buy |
7,562
+698
| +10% | +$74.5K | 0.46% | 43 |
|
|
2024
Q1 | $759K | Buy |
6,864
+12
| +0.2% | +$1.33K | 0.45% | 43 |
|
|
2023
Q4 | $742K | Sell |
6,852
-527
| -7% | -$57K | 0.47% | 44 |
|
|
2023
Q3 | $696K | Hold |
7,379
| – | – | 0.49% | 39 |
|
|
2023
Q2 | $735K | Buy |
7,379
+1,756
| +31% | +$175K | 0.52% | 37 |
|
|
2023
Q1 | $544K | Buy |
5,623
+471
| +9% | +$45.5K | 0.4% | 45 |
|
|
2022
Q4 | $488K | Buy |
+5,152
| New | +$488K | 0.33% | 47 |
|