FPCG
Forum Private Client Group’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 | $1.22M | Sell |
11,175
-54
| -0.5% | -$5.9K | 0.47% | 28 |
|
|
2025
Q1 | $1.17M | Sell |
11,229
-410
| -4% | -$42.9K | 0.51% | 29 |
|
|
2024
Q4 | $1.34M | Buy |
11,639
+439
| +4% | +$50.6K | 0.6% | 27 |
|
|
2024
Q3 | $1.31M | Sell |
11,200
-928
| -8% | -$109K | 0.58% | 28 |
|
|
2024
Q2 | $1.29M | Sell |
12,128
-1,640
| -12% | -$175K | 0.61% | 28 |
|
|
2024
Q1 | $1.52M | Sell |
13,768
-592
| -4% | -$65.4K | 0.74% | 26 |
|
|
2023
Q4 | $1.55M | Buy |
+14,360
| New | +$1.55M | 0.81% | 25 |
|
|
2023
Q3 | – | Sell |
-17,197
| Closed | -$1.71M | – | 28 |
|
|
2023
Q2 | $1.71M | Sell |
17,197
-802
| -4% | -$79.9K | 0.98% | 27 |
|
|
2023
Q1 | $1.74M | Sell |
17,999
-2,242
| -11% | -$217K | 1.1% | 26 |
|
|
2022
Q4 | $1.92M | Sell |
20,241
-379
| -2% | -$35.9K | 1.32% | 23 |
|
|
2022
Q3 | $1.8M | Sell |
20,620
-361
| -2% | -$31.5K | 1.34% | 24 |
|
|
2022
Q2 | $1.94M | Buy |
20,981
+4,625
| +28% | +$427K | 1.41% | 21 |
|
|
2022
Q1 | $1.77M | Buy |
+16,356
| New | +$1.77M | 1.37% | 20 |
|