Forum Financial Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $393K | Hold |
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|
2025
Q2 | $361K | Buy |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $310K | Buy |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $5.73M | Buy |
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $235K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Buy |
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