FMB Wealth Management’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 | $649K | Hold |
5,936
| – | – | 0.31% | 45 |
|
|
2025
Q1 | $621K | Sell |
5,936
-14
| -0.2% | -$1.46K | 0.34% | 41 |
|
|
2024
Q4 | $686K | Sell |
5,950
-143
| -2% | -$16.5K | 0.39% | 41 |
|
|
2024
Q3 | $713K | Hold |
6,093
| – | – | 0.4% | 40 |
|
|
2024
Q2 | $650K | Buy |
6,093
+143
| +2% | +$15.3K | 0.49% | 40 |
|
|
2024
Q1 | $658K | Hold |
5,950
| – | – | 0.52% | 36 |
|
|
2023
Q4 | $644K | Hold |
5,950
| – | – | 0.59% | 32 |
|
|
2023
Q3 | $561K | Hold |
5,950
| – | – | 0.6% | 31 |
|
|
2023
Q2 | $593K | Buy |
5,950
+14
| +0.2% | +$1.4K | 0.63% | 30 |
|
|
2023
Q1 | $574K | Hold |
5,936
| – | – | 0.68% | 27 |
|
|
2022
Q4 | $562K | Buy |
+5,936
| New | +$562K | 0.72% | 25 |
|