Founders Financial Alliance’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 | $453K | Sell |
4,148
-1,339
| -24% | -$146K | 0.1% | 190 |
|
|
2025
Q1 | $574K | Buy |
5,487
+790
| +17% | +$82.6K | 0.14% | 155 |
|
|
2024
Q4 | $541K | Buy |
4,697
+91
| +2% | +$10.5K | 0.15% | 134 |
|
|
2024
Q3 | $539K | Sell |
4,606
-123
| -3% | -$14.4K | 0.15% | 137 |
|
|
2024
Q2 | $504K | Buy |
4,729
+91
| +2% | +$9.71K | 0.15% | 133 |
|
|
2024
Q1 | $513K | Buy |
4,638
+732
| +19% | +$80.9K | 0.15% | 133 |
|
|
2023
Q4 | $423K | Sell |
3,906
-148
| -4% | -$16K | 0.16% | 127 |
|
|
2023
Q3 | $382K | Sell |
4,054
-170
| -4% | -$16K | 0.17% | 125 |
|
|
2023
Q2 | $421K | Buy |
4,224
+2,390
| +130% | +$238K | 0.17% | 132 |
|
|
2023
Q1 | $177K | Sell |
1,834
-932
| -34% | -$89.7K | 0.09% | 211 |
|
|
2022
Q4 | $262K | Sell |
2,766
-257
| -9% | -$24.3K | 0.12% | 181 |
|
|
2022
Q3 | $264K | Sell |
3,023
-284
| -9% | -$24.8K | 0.13% | 169 |
|
|
2022
Q2 | $306K | Sell |
3,307
-7
| -0.2% | -$648 | 0.16% | 148 |
|
|
2022
Q1 | $357K | Buy |
3,314
+218
| +7% | +$23.5K | 0.16% | 140 |
|
|
2021
Q4 | $354K | Buy |
3,096
+202
| +7% | +$23.1K | 0.14% | 161 |
|
|
2021
Q3 | $317K | Buy |
2,894
+317
| +12% | +$34.7K | 0.15% | 153 |
|
|
2021
Q2 | $293K | Sell |
2,577
-1,403
| -35% | -$160K | 0.13% | 175 |
|
|
2021
Q1 | $439K | Buy |
3,980
+117
| +3% | +$12.9K | 0.22% | 106 |
|
|
2020
Q4 | $356K | Sell |
3,863
-996
| -20% | -$91.8K | 0.2% | 115 |
|
|
2020
Q3 | $359K | Buy |
+4,859
| New | +$359K | 0.21% | 98 |
|