Fortune Financial Advisors’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 | $847K | Sell |
7,748
-118
| -2% | -$12.9K | 0.68% | 48 |
|
|
2025
Q1 | $823K | Sell |
7,866
-211
| -3% | -$22.1K | 0.71% | 45 |
|
|
2024
Q4 | $931K | Sell |
8,077
-97
| -1% | -$11.2K | 0.85% | 39 |
|
|
2024
Q3 | $956K | Sell |
8,174
-501
| -6% | -$58.6K | 0.87% | 40 |
|
|
2024
Q2 | $925K | Sell |
8,675
-497
| -5% | -$53K | 0.57% | 57 |
|
|
2024
Q1 | $1.01M | Sell |
9,172
-2,254
| -20% | -$249K | 0.64% | 48 |
|
|
2023
Q4 | $1.24M | Sell |
11,426
-704
| -6% | -$76.2K | 0.86% | 38 |
|
|
2023
Q3 | $1.14M | Buy |
12,130
+107
| +0.9% | +$10.1K | 0.88% | 38 |
|
|
2023
Q2 | $1.2M | Buy |
+12,023
| New | +$1.2M | 0.9% | 38 |
|