JF
JSF Financial’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 | $2.05M | Buy |
18,788
+409
| +2% | +$44.7K | 0.49% | 31 |
|
|
2025
Q1 | $1.92M | Sell |
18,379
-30,891
| -63% | -$3.23M | 0.51% | 30 |
|
|
2024
Q4 | $5.68M | Buy |
49,270
+32,452
| +193% | +$3.74M | 1.52% | 13 |
|
|
2024
Q3 | $1.97M | Sell |
16,818
-419
| -2% | -$49K | 0.57% | 31 |
|
|
2024
Q2 | $1.84M | Sell |
17,237
-108
| -0.6% | -$11.5K | 0.56% | 32 |
|
|
2024
Q1 | $1.92M | Sell |
17,345
-2,207
| -11% | -$244K | 0.6% | 28 |
|
|
2023
Q4 | $2.12M | Buy |
19,552
+594
| +3% | +$64.3K | 0.73% | 25 |
|
|
2023
Q3 | $1.79M | Sell |
18,958
-41,675
| -69% | -$3.93M | 0.69% | 27 |
|
|
2023
Q2 | $6.04M | Sell |
60,633
-800
| -1% | -$79.7K | 2.14% | 13 |
|
|
2023
Q1 | $5.94M | Sell |
61,433
-2,407
| -4% | -$233K | 2.22% | 13 |
|
|
2022
Q4 | $6.04M | Buy |
63,840
+22,203
| +53% | +$2.1M | 2.26% | 14 |
|
|
2022
Q3 | $3.63M | Sell |
41,637
-2,037
| -5% | -$178K | 1.38% | 22 |
|
|
2022
Q2 | $4.04M | Buy |
43,674
+3,453
| +9% | +$319K | 1.83% | 15 |
|
|
2022
Q1 | $4.34M | Buy |
40,221
+24,608
| +158% | +$2.65M | 1.85% | 13 |
|
|
2021
Q4 | $1.79M | Buy |
15,613
+1,273
| +9% | +$146K | 0.87% | 16 |
|
|
2021
Q3 | $1.57M | Buy |
14,340
+251
| +2% | +$27.4K | 0.78% | 18 |
|
|
2021
Q2 | $1.59M | Buy |
14,089
+88
| +0.6% | +$9.94K | 0.94% | 18 |
|
|
2021
Q1 | $1.52M | Sell |
14,001
-987
| -7% | -$107K | 0.95% | 18 |
|
|
2020
Q4 | $1.38M | Sell |
14,988
-573
| -4% | -$52.6K | 0.96% | 17 |
|
|
2020
Q3 | $1.09M | Buy |
15,561
+2,660
| +21% | +$187K | 0.86% | 18 |
|
|
2020
Q2 | $881K | Sell |
12,901
-7,621
| -37% | -$520K | 0.76% | 18 |
|
|
2020
Q1 | $1.15M | Buy |
20,522
+952
| +5% | +$53.4K | 1.17% | 14 |
|
|
2019
Q4 | $1.64M | Sell |
19,570
-494
| -2% | -$41.4K | 1.62% | 10 |
|
|
2019
Q3 | $1.56M | Sell |
20,064
-1,309
| -6% | -$102K | 1.7% | 10 |
|
|
2019
Q2 | $1.67M | Buy |
21,373
+695
| +3% | +$54.4K | 1.82% | 9 |
|
|
2019
Q1 | $1.6M | Sell |
20,678
-15,862
| -43% | -$1.22M | 1.76% | 11 |
|
|
2018
Q4 | $2.53M | Buy |
+36,540
| New | +$2.53M | 2.59% | 9 |
|