Holistic Planning’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 | $541K | Buy |
4,954
+19
| +0.4% | +$2.08K | 0.16% | 116 |
|
|
2025
Q1 | $516K | Buy |
4,935
+28
| +0.6% | +$2.93K | 0.17% | 101 |
|
|
2024
Q4 | $565K | Buy |
4,907
+569
| +13% | +$65.6K | 0.2% | 89 |
|
|
2024
Q3 | $507K | Buy |
4,338
+56
| +1% | +$6.55K | 0.21% | 84 |
|
|
2024
Q2 | $473K | Sell |
4,282
-131
| -3% | -$14.5K | 0.36% | 66 |
|
|
2024
Q1 | $488K | Sell |
4,413
-183
| -4% | -$20.2K | 0.37% | 65 |
|
|
2023
Q4 | $498K | Buy |
+4,596
| New | +$498K | 0.42% | 59 |
|