FCFS
First Command Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.05M | Sell |
40,614
-5,734
| -12% | -$571K | 0.38% | 27 |
|
|
2023
Q1 | $4.48M | Sell |
46,348
-5,785
| -11% | -$559K | 0.46% | 21 |
|
|
2022
Q4 | $4.93M | Buy |
52,133
+2,202
| +4% | +$208K | 0.63% | 14 |
|
|
2022
Q3 | $4.35M | Sell |
49,931
-2,780
| -5% | -$242K | 0.63% | 13 |
|
|
2022
Q2 | $4.87M | Sell |
52,711
-4,068
| -7% | -$376K | 0.71% | 13 |
|
|
2022
Q1 | $6.13M | Buy |
56,779
+2,872
| +5% | +$310K | 0.84% | 11 |
|
|
2021
Q4 | $6.17M | Buy |
53,907
+6,440
| +14% | +$737K | 0.91% | 13 |
|
|
2021
Q3 | $5.18M | Buy |
47,467
+5,845
| +14% | +$638K | 0.89% | 13 |
|
|
2021
Q2 | $4.7M | Buy |
41,622
+9,088
| +28% | +$1.03M | 0.53% | 13 |
|
|
2021
Q1 | $3.53M | Buy |
32,534
+7,632
| +31% | +$828K | 0.76% | 15 |
|
|
2020
Q4 | $2.29M | Buy |
24,902
+11,492
| +86% | +$1.06M | 0.56% | 18 |
|
|
2020
Q3 | $942K | Sell |
13,410
-4,829
| -26% | -$339K | 0.27% | 38 |
|
|
2020
Q2 | $1.25M | Buy |
18,239
+7,132
| +64% | +$487K | 0.4% | 30 |
|
|
2020
Q1 | $623K | Buy |
11,107
+2,464
| +29% | +$138K | 0.34% | 42 |
|
|
2019
Q4 | $725K | Buy |
8,643
+4,466
| +107% | +$375K | 0.34% | 50 |
|
|
2019
Q3 | $325K | Buy |
4,177
+2,786
| +200% | +$217K | 0.16% | 88 |
|
|
2019
Q2 | $109K | Buy |
1,391
+790
| +131% | +$61.9K | 0.06% | 151 |
|
|
2019
Q1 | $46K | Buy |
601
+171
| +40% | +$13.1K | 0.02% | 210 |
|
|
2018
Q4 | $30K | Buy |
430
+199
| +86% | +$13.9K | 0.02% | 245 |
|
|
2018
Q3 | $20K | Hold |
231
| – | – | 0.01% | 285 |
|
|
2018
Q2 | $19K | Sell |
231
-2
| -0.9% | -$165 | 0.01% | 296 |
|
|
2018
Q1 | $18K | Buy |
+233
| New | +$18K | ﹤0.01% | 307 |
|