Franklin, Parlapiano, Turner & Welch’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Franklin, Parlapiano, Turner & Welch’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.64M	Sell	17,801 -410	-2%	-$56.3K	0.6%	32
2026 Q1	$2.47M	Hold	18,211	–	–	0.59%	32
2025 Q4	$2.34M	Hold	18,211	–	–	0.58%	31
2025 Q3	$2.16M	Sell	18,211 -1	-0%	-$115	0.55%	31
2025 Q2	$1.99M	Hold	18,212	–	–	0.52%	31
2025 Q1	$1.9M	Sell	18,212 -372	-2%	-$42K	0.51%	31
2024 Q4	$2.14M	Sell	18,584 -213	-1%	-$25.4K	0.58%	31
2024 Q3	$2.2M	Buy	18,797 +272	+1%	+$30.7K	0.57%	31
2024 Q2	$1.98M	Sell	18,525 -194	-1%	-$20.8K	0.55%	31
2024 Q1	$2.07M	Hold	18,719	–	–	0.57%	29
2023 Q4	$2.03M	Sell	18,719 -313	-2%	-$30.2K	0.58%	29
2023 Q3	$1.8M	Hold	19,032	–	–	0.56%	30
2023 Q2	$1.9M	Buy	19,032 +43	+0.2%	+$4.09K	0.56%	30
2023 Q1	$1.84M	Hold	18,989	–	–	0.58%	30
2022 Q4	$1.8M	Hold	18,989	–	–	0.59%	29
2022 Q3	$1.66M	Hold	18,989	–	–	0.59%	30
2022 Q2	$1.75M	Buy	18,989 +70	+0.4%	+$6.96K	0.59%	29
2022 Q1	$2.04M	Hold	18,919	–	–	0.61%	31
2021 Q4	$2.17M	Hold	18,919	–	–	0.62%	29
2021 Q3	$2.07M	Hold	18,919	–	–	0.65%	29
2021 Q2	$2.14M	Sell	18,919 -223	-1%	-$24.9K	0.66%	30
2021 Q1	$2.08M	Hold	19,142	–	–	0.7%	29
2020 Q4	$1.76M	Hold	19,142	–	–	0.64%	29
2020 Q3	$1.34M	Hold	19,142	–	–	0.54%	30
2020 Q2	$1.31M	Hold	19,142	–	–	0.54%	31
2020 Q1	$1.07M	Hold	19,142	–	–	0.49%	29
2019 Q4	$1.6M	Hold	19,142	–	–	0.6%	29
2019 Q3	$1.49M	Hold	19,142	–	–	0.58%	30
2019 Q2	$1.5M	Sell	19,142 -1,082	-5%	-$84K	0.59%	30
2019 Q1	$1.56M	Hold	20,224	–	–	0.62%	30
2018 Q4	$1.4M	Sell	20,224 -1,199	-6%	-$92.7K	0.62%	29
2018 Q3	$1.87M	Hold	21,423	–	–	0.75%	30
2018 Q2	$1.79M	Sell	21,423 -255	-1%	-$20.8K	0.74%	29
2018 Q1	$1.67M	Hold	21,678	–	–	0.71%	29
2017 Q4	$1.67M	Hold	21,678	–	–	0.68%	30
2017 Q3	$1.61M	Hold	21,678	–	–	0.69%	31
2017 Q2	$1.52M	Hold	21,678	–	–	0.69%	31
2017 Q1	$1.5M	Hold	21,678	–	–	0.7%	32
2016 Q4	$1.49M	Sell	21,678 -150	-0.7%	-$9.67K	0.74%	32
2016 Q3	$1.35M	Sell	21,828 -568	-3%	-$34.7K	0.69%	33
2016 Q2	$1.3M	Sell	22,396 -626	-3%	-$35.7K	0.69%	33
2016 Q1	$1.3M	Hold	23,022	–	–	0.71%	33
2015 Q4	$1.27M	Hold	23,022	–	–	0.75%	32
2015 Q3	$1.23M	Sell	23,022 -190	-0.8%	-$10.8K	0.81%	32
2015 Q2	$1.37M	Hold	23,212	–	–	0.9%	31
2015 Q1	$1.37M	Hold	23,212	–	–	0.92%	31
2014 Q4	$1.32M	Sell	23,212 -2,400	-9%	-$131K	0.89%	31
2014 Q3	$1.34M	Hold	25,612	–	–	0.96%	32
2014 Q2	$1.44M	Hold	25,612	–	–	1.03%	32
2014 Q1	$1.41M	Hold	25,612	–	–	1.02%	31
2013 Q4	$1.4M	Sell	25,612 -944	-4%	-$49.3K	0.97%	32
2013 Q3	$1.32M	Hold	26,556	–	–	0.97%	31
2013 Q2	$1.2M	Buy	+26,556	New	+$1.18M	1.02%	31