FFWM
Future Financial Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28K | Sell |
30
-180
| -86% | -$19.7K | ﹤0.01% | 416 |
|
|
2025
Q1 | $22K | Hold |
210
| – | – | 0.02% | 312 |
|
|
2024
Q4 | $24.2K | Sell |
210
-1,200
| -85% | -$138K | 0.02% | 308 |
|
|
2024
Q3 | $165K | Buy |
+1,410
| New | +$165K | 0.12% | 128 |
|
|
2024
Q2 | – | Sell |
-1,210
| Closed | -$134K | – | 270 |
|
|
2024
Q1 | $134K | Buy |
+1,210
| New | +$134K | 0.1% | 142 |
|
|
2023
Q2 | – | Sell |
-16,989
| Closed | -$1.64M | – | 114 |
|
|
2023
Q1 | $1.64M | Buy |
16,989
+4,950
| +41% | +$479K | 1.81% | 13 |
|
|
2022
Q4 | $1.14M | Sell |
12,039
-18
| -0.1% | -$1.7K | 1.3% | 25 |
|
|
2022
Q3 | $1.11M | Buy |
12,057
+129
| +1% | +$11.9K | 1.28% | 23 |
|
|
2022
Q2 | $1.29M | Hold |
11,928
| – | – | 1.26% | 25 |
|
|
2022
Q1 | $1.29M | Sell |
11,928
-2,494
| -17% | -$269K | 1.07% | 25 |
|
|
2021
Q4 | $1.67M | Buy |
14,422
+268
| +2% | +$31K | 1.34% | 17 |
|
|
2021
Q3 | $1.6M | Hold |
14,154
| – | – | 1.64% | 17 |
|
|
2021
Q2 | $1.6M | Sell |
14,154
-9,259
| -40% | -$1.05M | 1.64% | 17 |
|
|
2021
Q1 | $2.54M | Sell |
23,413
-276
| -1% | -$30K | 2.92% | 7 |
|
|
2020
Q4 | $2.18M | Buy |
+23,689
| New | +$2.18M | 2.51% | 8 |
|