GFG
Goldstone Financial Group’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 | $2.95M | Buy |
26,062
+2,376
| +10% | +$269K | 0.39% | 54 |
|
|
2025
Q1 | $2.48M | Sell |
23,686
-32,643
| -58% | -$3.41M | 0.37% | 57 |
|
|
2024
Q4 | $6.49M | Buy |
56,329
+11,722
| +26% | +$1.35M | 1.02% | 30 |
|
|
2024
Q3 | $5.22M | Buy |
44,607
+4,824
| +12% | +$564K | 0.91% | 32 |
|
|
2024
Q2 | $4.24M | Buy |
39,783
+6,338
| +19% | +$676K | 0.85% | 33 |
|
|
2024
Q1 | $3.7M | Buy |
33,445
+2,263
| +7% | +$250K | 0.85% | 31 |
|
|
2023
Q4 | $3.38M | Buy |
31,182
+6,006
| +24% | +$650K | 0.87% | 31 |
|
|
2023
Q3 | $2.37M | Buy |
25,176
+2,247
| +10% | +$212K | 0.7% | 32 |
|
|
2023
Q2 | $2.28M | Buy |
22,929
+2,092
| +10% | +$208K | 0.67% | 30 |
|
|
2023
Q1 | $2.01M | Buy |
+20,837
| New | +$2.01M | 0.66% | 31 |
|