FC
Forte Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
2,368
-1,216
| -34% | -$133K | 0.03% | 226 |
|
|
2025
Q1 | $375K | Buy |
3,584
+344
| +11% | +$36K | 0.04% | 191 |
|
|
2024
Q4 | $373K | Buy |
3,240
+63
| +2% | +$7.26K | 0.04% | 186 |
|
|
2024
Q3 | $372K | Buy |
3,177
+9
| +0.3% | +$1.05K | 0.04% | 192 |
|
|
2024
Q2 | $338K | Hold |
3,168
| – | – | 0.04% | 184 |
|
|
2024
Q1 | $350K | Hold |
3,168
| – | – | 0.04% | 184 |
|
|
2023
Q4 | $343K | Buy |
3,168
+445
| +16% | +$48.2K | 0.05% | 178 |
|
|
2023
Q3 | $257K | Buy |
+2,723
| New | +$257K | 0.04% | 188 |
|