Forum Financial 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 | $361K | Buy |
3,305
+746
| +29% | +$81.5K | 0.01% | 558 |
|
|
2025
Q1 | $268K | Sell |
2,559
-1,189
| -32% | -$124K | ﹤0.01% | 653 |
|
|
2024
Q4 | $432K | Buy |
3,748
+1,100
| +42% | +$127K | 0.01% | 435 |
|
|
2024
Q3 | $310K | Buy |
2,648
+395
| +18% | +$46.2K | 0.01% | 495 |
|
|
2024
Q2 | $240K | Sell |
2,253
-49,559
| -96% | -$5.29M | ﹤0.01% | 578 |
|
|
2024
Q1 | $5.73M | Buy |
51,812
+49,925
| +2,646% | +$5.52M | 0.1% | 49 |
|
|
2023
Q4 | $204K | Sell |
1,887
-666
| -26% | -$72.1K | ﹤0.01% | 634 |
|
|
2023
Q3 | $241K | Buy |
2,553
+190
| +8% | +$17.9K | 0.01% | 505 |
|
|
2023
Q2 | $235K | Buy |
+2,363
| New | +$235K | 0.01% | 535 |
|
|
2022
Q3 | – | Sell |
-2,268
| Closed | -$210K | – | 570 |
|
|
2022
Q2 | $210K | Buy |
+2,268
| New | +$210K | 0.01% | 501 |
|