Financial Partners Group (Tennessee)’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 | $825K | Buy |
7,548
+128
| +2% | +$14K | 0.3% | 54 |
|
|
2025
Q1 | $776K | Sell |
7,420
-553
| -7% | -$57.8K | 0.34% | 57 |
|
|
2024
Q4 | $919K | Sell |
7,973
-383
| -5% | -$44.1K | 0.38% | 58 |
|
|
2024
Q3 | $977K | Sell |
8,356
-2,026
| -20% | -$237K | 0.37% | 60 |
|
|
2024
Q2 | $1.11M | Buy |
10,382
+137
| +1% | +$14.6K | 0.43% | 54 |
|
|
2024
Q1 | $1.13M | Sell |
10,245
-2,980
| -23% | -$329K | 0.44% | 55 |
|
|
2023
Q4 | $1.43M | Buy |
13,225
+117
| +0.9% | +$12.7K | 0.65% | 38 |
|
|
2023
Q3 | $1.24M | Buy |
13,108
+818
| +7% | +$77.2K | 0.59% | 39 |
|
|
2023
Q2 | $1.22M | Sell |
12,290
-273
| -2% | -$27.2K | 0.62% | 35 |
|
|
2023
Q1 | $1.21M | Buy |
12,563
+824
| +7% | +$79.7K | 0.64% | 33 |
|
|
2022
Q4 | $1.11M | Buy |
+11,739
| New | +$1.11M | 0.66% | 33 |
|