FFO
Fortitude Family Office’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 | $3.91M | Sell |
35,800
-17,092
| -32% | -$1.87M | 1.28% | 22 |
|
2025
Q1 | $5.53M | Buy |
52,892
+8,947
| +20% | +$936K | 1.97% | 13 |
|
2024
Q4 | $5.06M | Buy |
43,945
+7,325
| +20% | +$844K | 1.81% | 10 |
|
2024
Q3 | $4.28M | Buy |
36,620
+2,530
| +7% | +$296K | 1.7% | 10 |
|
2024
Q2 | $3.64M | Buy |
34,090
+7,418
| +28% | +$791K | 2.06% | 10 |
|
2024
Q1 | $2.95M | Buy |
26,672
+6,234
| +31% | +$689K | 1.98% | 9 |
|
2023
Q4 | $2.21M | Buy |
+20,438
| New | +$2.21M | 1.65% | 10 |
|