FCMC
Founders Capital Management (Connecticut)’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 | $1.11M | Sell |
10,172
-13,670
| -57% | -$1.49M | 0.19% | 41 |
|
2025
Q1 | $2.49M | Hold |
23,842
| – | – | 0.46% | 35 |
|
2024
Q4 | $2.75M | Hold |
23,842
| – | – | 0.48% | 34 |
|
2024
Q3 | $2.79M | Hold |
23,842
| – | – | 0.48% | 35 |
|
2024
Q2 | $2.54M | Hold |
23,842
| – | – | 0.46% | 35 |
|
2024
Q1 | $2.64M | Hold |
23,842
| – | – | 0.49% | 34 |
|
2023
Q4 | $2.58M | Hold |
23,842
| – | – | 0.53% | 36 |
|
2023
Q3 | $2.25M | Hold |
23,842
| – | – | 0.51% | 35 |
|
2023
Q2 | $2.38M | Hold |
23,842
| – | – | 0.53% | 34 |
|
2023
Q1 | $2.31M | Hold |
23,842
| – | – | 0.57% | 32 |
|
2022
Q4 | $2.26M | Sell |
23,842
-51
| -0.2% | -$4.83K | 0.61% | 34 |
|
2022
Q3 | $2.08M | Buy |
23,893
+51
| +0.2% | +$4.45K | 0.58% | 33 |
|
2022
Q2 | $2.2M | Buy |
+23,842
| New | +$2.2M | 0.56% | 34 |
|