Financial Partners Group (Kansas)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.53M | Sell |
12,288
-300
| -2% | -$38.1K | 0.18% | 67 |
|
|
2025
Q4 | $1.6M | Buy |
12,588
+150
| +1% | +$17.9K | 0.18% | 69 |
|
|
2025
Q3 | $1.48M | Buy |
12,438
+67
| +0.5% | +$7.71K | 0.18% | 64 |
|
|
2025
Q2 | $1.35M | Sell |
12,371
-4,251
| -26% | -$439K | 0.19% | 63 |
|
|
2025
Q1 | $1.74M | Sell |
16,622
-16
| -0.1% | -$1.8K | 0.27% | 50 |
|
|
2024
Q4 | $1.92M | Buy |
16,638
+1,506
| +10% | +$180K | 0.28% | 48 |
|
|
2024
Q3 | $1.77M | Sell |
15,132
-726
| -5% | -$82K | 0.26% | 51 |
|
|
2024
Q2 | $1.69M | Sell |
15,858
-2,374
| -13% | -$254K | 0.27% | 47 |
|
|
2024
Q1 | $2.02M | Sell |
18,232
-3,241
| -15% | -$344K | 0.32% | 45 |
|
|
2023
Q4 | $2.32M | Buy |
21,473
+430
| +2% | +$41.4K | 0.42% | 36 |
|
|
2023
Q3 | $1.9M | Buy |
21,043
+452
| +2% | +$45.2K | 0.39% | 40 |
|
|
2023
Q2 | $2.13M | Buy |
20,591
+4,147
| +25% | +$395K | 0.43% | 41 |
|
|
2023
Q1 | $1.59M | Buy |
16,444
+496
| +3% | +$49.6K | 0.35% | 42 |
|
|
2022
Q4 | $1.67M | Buy |
15,948
+2,375
| +17% | +$228K | 0.37% | 43 |
|
|
2022
Q3 | $1.18M | Buy |
13,573
+2,420
| +22% | +$235K | 0.31% | 44 |
|
|
2022
Q2 | $1.03M | Sell |
11,153
-149
| -1% | -$14.8K | 0.26% | 52 |
|
|
2022
Q1 | $1.22M | Buy |
11,302
+831
| +8% | +$89.7K | 0.26% | 48 |
|
|
2021
Q4 | $1.11M | Buy |
10,471
+2,186
| +26% | +$249K | 0.24% | 55 |
|
|
2021
Q3 | $905K | Buy |
8,285
+3,063
| +59% | +$337K | 0.21% | 64 |
|
|
2021
Q2 | $590K | Buy |
5,222
+747
| +17% | +$83.3K | 0.15% | 76 |
|
|
2021
Q1 | $486K | Sell |
4,475
-817
| -15% | -$85.5K | 0.14% | 80 |
|
|
2020
Q4 | $529K | Buy |
5,292
+1,129
| +27% | +$92.8K | 0.16% | 67 |
|
|
2020
Q3 | $292K | Buy |
4,163
+119
| +3% | +$8.53K | 0.1% | 91 |
|
|
2020
Q2 | $276K | Sell |
4,044
-237
| -6% | -$15K | 0.11% | 78 |
|
|
2020
Q1 | $223K | Sell |
4,281
-118,750
| -97% | -$8.84M | 0.14% | 61 |
|
|
2019
Q4 | $10.2M | Buy |
123,031
+258
| +0.2% | +$20.8K | 3.97% | 9 |
|
|
2019
Q3 | $9.56M | Sell |
122,773
-9,560
| -7% | -$740K | 4.25% | 8 |
|
|
2019
Q2 | $10.4M | Sell |
132,333
-53,620
| -29% | -$4.16M | 4.87% | 6 |
|
|
2019
Q1 | $14.3M | Buy |
185,953
+9,129
| +5% | +$701K | 7.76% | 1 |
|
|
2018
Q4 | $12.3M | Buy |
176,824
+63,959
| +57% | +$4.94M | 7.97% | 1 |
|
|
2018
Q3 | $9.85M | Buy |
112,865
+14,772
| +15% | +$1.29M | 6.42% | 3 |
|
|
2018
Q2 | $8.19M | Buy |
98,093
+11,833
| +14% | +$964K | 6.01% | 3 |
|
|
2018
Q1 | $6.64M | Buy |
86,260
+8,314
| +11% | +$647K | 5.21% | 4 |
|
|
2017
Q4 | $5.99M | Buy |
+77,946
| New | +$5.88M | 4.72% | 3 |
|