Keener Financial 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 | $16.6M | Buy |
151,668
+30,856
| +26% | +$3.37M | 8.26% | 3 |
|
|
2025
Q1 | $12.6M | Sell |
120,812
-5,916
| -5% | -$619K | 8.21% | 3 |
|
|
2024
Q4 | $14.6M | Buy |
126,728
+16,933
| +15% | +$1.95M | 8.62% | 3 |
|
|
2024
Q3 | $12.8M | Sell |
109,795
-8,235
| -7% | -$963K | 8.41% | 3 |
|
|
2024
Q2 | $12.6M | Buy |
118,030
+8,484
| +8% | +$905K | 8.21% | 3 |
|
|
2024
Q1 | $12.1M | Buy |
109,546
+10,800
| +11% | +$1.19M | 8.33% | 4 |
|
|
2023
Q4 | $10.7M | Buy |
+98,746
| New | +$10.7M | 8.27% | 4 |
|