Keeler & Nadler Financial Planning & Wealth Management’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 | $5.94M | Buy |
54,392
+1,349
| +3% | +$147K | 2.38% | 12 |
|
|
2025
Q1 | $5.52M | Buy |
53,043
+4,087
| +8% | +$425K | 2.49% | 14 |
|
|
2024
Q4 | $5.64M | Buy |
48,956
+4,160
| +9% | +$479K | 2.64% | 14 |
|
|
2024
Q3 | $5.24M | Buy |
44,796
+3,844
| +9% | +$450K | 2.55% | 13 |
|
|
2024
Q2 | $4.37M | Buy |
40,952
+6,249
| +18% | +$667K | 2.4% | 13 |
|
|
2024
Q1 | $3.84M | Buy |
34,703
+8,686
| +33% | +$960K | 2.3% | 12 |
|
|
2023
Q4 | $2.82M | Buy |
+26,017
| New | +$2.82M | 2.04% | 16 |
|
|
2022
Q4 | $2.12M | Buy |
+22,432
| New | +$2.12M | 1.92% | 16 |
|
|
2021
Q4 | $1.27M | Buy |
+11,061
| New | +$1.27M | 1.17% | 22 |
|