FSA Wealth Management’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 | $62.3K | Hold |
1,005
| – | – | 0.02% | 133 |
|
|
2025
Q1 | $58.6K | Buy |
1,005
+793
| +374% | +$46.3K | 0.02% | 137 |
|
|
2024
Q4 | $24.4K | Buy |
212
+43
| +25% | +$4.96K | 0.01% | 213 |
|
|
2024
Q3 | $19.8K | Buy |
+169
| New | +$19.8K | 0.01% | 242 |
|
|
2024
Q1 | $18.7K | Hold |
169
| – | – | 0.01% | 257 |
|
|
2023
Q4 | $18K | Buy |
+169
| New | +$18K | 0.01% | 244 |
|
|
2021
Q1 | – | Sell |
-120
| Closed | -$11K | – | 137 |
|
|
2020
Q4 | $11K | Buy |
+120
| New | +$11K | 0.01% | 256 |
|
|
2020
Q3 | – | Sell |
-120
| Closed | -$8K | – | 195 |
|
|
2020
Q2 | $8K | Buy |
120
+42
| +54% | +$2.8K | 0.01% | 287 |
|
|
2020
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 317 |
|
|
2019
Q4 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 352 |
|