Ignite Planners’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 | $745K | Sell |
6,664
-1,001
| -13% | -$112K | 0.13% | 159 |
|
2025
Q1 | $772K | Buy |
7,665
+627
| +9% | +$63.2K | 0.15% | 148 |
|
2024
Q4 | $818K | Buy |
7,038
+601
| +9% | +$69.9K | 0.18% | 119 |
|
2024
Q3 | $753K | Sell |
6,437
-320
| -5% | -$37.4K | 0.17% | 119 |
|
2024
Q2 | $713K | Buy |
6,757
+200
| +3% | +$21.1K | 0.17% | 120 |
|
2024
Q1 | $717K | Sell |
6,557
-33
| -0.5% | -$3.61K | 0.2% | 114 |
|
2023
Q4 | $710K | Sell |
6,590
-3
| -0% | -$323 | 0.21% | 120 |
|
2023
Q3 | $604K | Sell |
6,593
-11
| -0.2% | -$1.01K | 0.18% | 140 |
|
2023
Q2 | $650K | Buy |
6,604
+241
| +4% | +$23.7K | 0.25% | 92 |
|
2023
Q1 | $607K | Sell |
6,363
-3,352
| -35% | -$320K | 0.25% | 99 |
|
2022
Q4 | $993K | Sell |
9,715
-368
| -4% | -$37.6K | 0.42% | 64 |
|
2022
Q3 | $902K | Buy |
10,083
+1,147
| +13% | +$103K | 0.72% | 34 |
|
2022
Q2 | $839K | Sell |
8,936
-1,371
| -13% | -$129K | 0.69% | 39 |
|
2022
Q1 | $1.07M | Sell |
10,307
-2,632
| -20% | -$272K | 0.71% | 33 |
|
2021
Q4 | $1.44M | Buy |
+12,939
| New | +$1.44M | 0.94% | 23 |
|