Founders Capital Management (Texas)’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 | $26K | Buy |
238
+1
| +0.4% | +$109 | 0.02% | 204 |
|
|
2025
Q1 | $24.8K | Hold |
237
| – | – | 0.02% | 197 |
|
|
2024
Q4 | $27.3K | Buy |
237
+1
| +0.4% | +$115 | 0.02% | 191 |
|
|
2024
Q3 | $27.6K | Buy |
236
+1
| +0.4% | +$117 | 0.02% | 197 |
|
|
2024
Q2 | $25.1K | Hold |
235
| – | – | 0.02% | 210 |
|
|
2024
Q1 | $26K | Buy |
235
+1
| +0.4% | +$110 | 0.02% | 195 |
|
|
2023
Q4 | $25.4K | Hold |
234
| – | – | 0.02% | 209 |
|
|
2023
Q3 | $22K | Sell |
234
-542
| -70% | -$51K | 0.02% | 212 |
|
|
2023
Q2 | $77.3K | Buy |
776
+1
| +0.1% | +$100 | 0.06% | 109 |
|
|
2023
Q1 | $75K | Buy |
775
+442
| +133% | +$42.8K | 0.06% | 107 |
|
|
2022
Q4 | $31K | Buy |
333
+1
| +0.3% | +$93 | 0.02% | 175 |
|
|
2022
Q3 | $29K | Hold |
332
| – | – | 0.02% | 171 |
|
|
2022
Q2 | $31K | Buy |
332
+1
| +0.3% | +$93 | 0.02% | 179 |
|
|
2022
Q1 | $38K | Hold |
331
| – | – | 0.02% | 145 |
|
|
2021
Q4 | $38K | Buy |
331
+1
| +0.3% | +$115 | 0.02% | 145 |
|
|
2021
Q3 | $36K | Hold |
330
| – | – | 0.02% | 149 |
|
|
2021
Q2 | $37K | Buy |
330
+1
| +0.3% | +$112 | 0.02% | 141 |
|
|
2021
Q1 | $36K | Hold |
329
| – | – | 0.03% | 132 |
|
|
2020
Q4 | $30K | Buy |
+329
| New | +$30K | 0.02% | 151 |
|
|
2020
Q1 | $18K | Buy |
328
+1
| +0.3% | +$55 | 0.02% | 162 |
|
|
2019
Q4 | $27K | Hold |
327
| – | – | 0.02% | 152 |
|
|
2019
Q3 | $25K | Buy |
327
+51
| +18% | +$3.9K | 0.02% | 162 |
|
|
2019
Q2 | $22K | Hold |
276
| – | – | 0.02% | 175 |
|
|
2019
Q1 | $21K | Buy |
276
+1
| +0.4% | +$76 | 0.02% | 176 |
|
|
2018
Q4 | $19K | Buy |
275
+100
| +57% | +$6.91K | 0.02% | 176 |
|
|
2018
Q3 | $15K | Sell |
175
-21
| -11% | -$1.8K | 0.01% | 208 |
|
|
2018
Q2 | $16K | Hold |
196
| – | – | 0.01% | 210 |
|
|
2018
Q1 | $15K | Hold |
196
| – | – | 0.01% | 240 |
|
|
2017
Q4 | $15K | Buy |
196
+1
| +0.5% | +$77 | 0.01% | 239 |
|
|
2017
Q3 | $15K | Hold |
195
| – | – | 0.01% | 234 |
|
|
2017
Q2 | $14K | Hold |
195
| – | – | 0.01% | 242 |
|
|
2017
Q1 | $13K | Buy |
+195
| New | +$13K | 0.01% | 262 |
|