Foundry Financial Group’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 | $344K | Sell |
3,145
-250
| -7% | -$27.3K | 0.2% | 47 |
|
|
2025
Q1 | $355K | Sell |
3,395
-1,191
| -26% | -$125K | 0.22% | 44 |
|
|
2024
Q4 | $528K | Hold |
4,586
| – | – | 0.33% | 43 |
|
|
2024
Q3 | $536K | Sell |
4,586
-291
| -6% | -$34K | 0.33% | 41 |
|
|
2024
Q2 | $520K | Sell |
4,877
-2,786
| -36% | -$297K | 0.36% | 39 |
|
|
2024
Q1 | $847K | Sell |
7,663
-3,344
| -30% | -$370K | 0.6% | 29 |
|
|
2023
Q4 | $1.19M | Buy |
+11,007
| New | +$1.19M | 1.01% | 23 |
|