Fortitude Advisory Group’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 | $387K | Buy |
3,541
+155
| +5% | +$16.9K | 0.22% | 96 |
|
|
2025
Q1 | $323K | Sell |
3,386
-9
| -0.3% | -$858 | 0.23% | 103 |
|
|
2024
Q4 | $391K | Buy |
3,395
+12
| +0.4% | +$1.38K | 0.24% | 87 |
|
|
2024
Q3 | $396K | Sell |
3,383
-125
| -4% | -$14.6K | 0.25% | 96 |
|
|
2024
Q2 | $374K | Sell |
3,508
-497
| -12% | -$53K | 0.22% | 92 |
|
|
2024
Q1 | $443K | Sell |
4,005
-570
| -12% | -$63K | 0.25% | 88 |
|
|
2023
Q4 | $495K | Buy |
4,575
+26
| +0.6% | +$2.81K | 0.3% | 73 |
|
|
2023
Q3 | $429K | Sell |
4,549
-270
| -6% | -$25.5K | 0.29% | 76 |
|
|
2023
Q2 | $480K | Buy |
4,819
+133
| +3% | +$13.3K | 0.35% | 68 |
|
|
2023
Q1 | $453K | Buy |
4,686
+67
| +1% | +$6.48K | 0.35% | 73 |
|
|
2022
Q4 | $437K | Sell |
4,619
-282
| -6% | -$26.7K | 0.37% | 71 |
|
|
2022
Q3 | $427K | Hold |
4,901
| – | – | 0.41% | 62 |
|
|
2022
Q2 | $453K | Sell |
4,901
-1,022
| -17% | -$94.5K | 0.41% | 60 |
|
|
2022
Q1 | $639K | Sell |
5,923
-91
| -2% | -$9.82K | 0.34% | 45 |
|
|
2021
Q4 | $689K | Buy |
+6,014
| New | +$689K | 0.35% | 46 |
|