FourThought Financial 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 | $1.52M | Buy |
13,946
+4,496
| +48% | +$491K | 0.15% | 111 |
|
|
2025
Q1 | $988K | Buy |
9,450
+3,865
| +69% | +$404K | 0.1% | 136 |
|
|
2024
Q4 | $644K | Buy |
5,585
+1,474
| +36% | +$170K | 0.07% | 163 |
|
|
2024
Q3 | $481K | Buy |
4,111
+448
| +12% | +$52.4K | 0.06% | 141 |
|
|
2024
Q2 | $391K | Hold |
3,663
| – | – | 0.05% | 150 |
|
|
2024
Q1 | $405K | Sell |
3,663
-107
| -3% | -$11.8K | 0.05% | 216 |
|
|
2023
Q4 | $408K | Sell |
3,770
-303
| -7% | -$32.8K | 0.05% | 212 |
|
|
2023
Q3 | $384K | Hold |
4,073
| – | – | 0.05% | 209 |
|
|
2023
Q2 | $406K | Sell |
4,073
-90
| -2% | -$8.97K | 0.05% | 214 |
|
|
2023
Q1 | $403K | Sell |
4,163
-28
| -0.7% | -$2.71K | 0.06% | 210 |
|
|
2022
Q4 | $397K | Buy |
+4,191
| New | +$397K | 0.06% | 218 |
|