Foster Dykema Cabot & Partners’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 | $307K | Sell |
2,808
-257
| -8% | -$28.1K | 0.02% | 104 |
|
|
2025
Q1 | $321K | Sell |
3,065
-597
| -16% | -$62.4K | 0.03% | 96 |
|
|
2024
Q4 | $422K | Hold |
3,662
| – | – | 0.03% | 86 |
|
|
2024
Q3 | $428K | Buy |
3,662
+1,720
| +89% | +$201K | 0.04% | 81 |
|
|
2024
Q2 | $207K | Sell |
1,942
-2,190
| -53% | -$234K | 0.02% | 96 |
|
|
2024
Q1 | $457K | Sell |
4,132
-5,428
| -57% | -$600K | 0.04% | 68 |
|
|
2023
Q4 | $1.03M | Buy |
+9,560
| New | +$1.03M | 0.11% | 39 |
|