Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $139K | Sell |
1,215
-2,414
| -67% | -$276K | 0.1% | 127 |
|
|
2024
Q3 | $424K | Sell |
3,629
-35
| -1% | -$4.09K | 0.12% | 155 |
|
|
2024
Q2 | $390K | Sell |
3,664
-143
| -4% | -$15.2K | 0.11% | 156 |
|
|
2024
Q1 | $421K | Buy |
3,807
+9
| +0.2% | +$995 | 0.13% | 155 |
|
|
2023
Q4 | $411K | Sell |
3,798
-212
| -5% | -$22.9K | 0.14% | 142 |
|
|
2023
Q3 | $378K | Buy |
+4,010
| New | +$378K | 0.14% | 141 |
|
|
2023
Q1 | $400K | Buy |
+4,135
| New | +$400K | 0.15% | 128 |
|
|
2022
Q4 | – | Sell |
-3,139
| Closed | -$273K | – | 688 |
|
|
2022
Q3 | $273K | Buy |
3,139
+492
| +19% | +$42.8K | 0.11% | 162 |
|
|
2022
Q2 | $245K | Buy |
2,647
+124
| +5% | +$11.5K | 0.11% | 173 |
|
|
2022
Q1 | $272K | Sell |
2,523
-127
| -5% | -$13.7K | 0.11% | 172 |
|
|
2021
Q4 | $303K | Buy |
+2,650
| New | +$303K | 0.11% | 167 |
|