Lakeshore 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 | $3.94M | Buy |
36,078
+182
| +0.5% | +$19.9K | 1.58% | 13 |
|
|
2025
Q1 | $3.75M | Sell |
35,896
-3,347
| -9% | -$350K | 1.56% | 12 |
|
|
2024
Q4 | $4.52M | Buy |
39,243
+985
| +3% | +$113K | 1.93% | 12 |
|
|
2024
Q3 | $4.47M | Buy |
38,258
+6,224
| +19% | +$728K | 1.97% | 12 |
|
|
2024
Q2 | $3.42M | Buy |
32,034
+4
| +0% | +$427 | 1.67% | 12 |
|
|
2024
Q1 | $3.54M | Sell |
32,030
-375
| -1% | -$41.4K | 1.79% | 12 |
|
|
2023
Q4 | $3.51M | Sell |
32,405
-10,169
| -24% | -$1.1M | 1.95% | 12 |
|
|
2023
Q3 | $4.02M | Buy |
+42,574
| New | +$4.02M | 2.29% | 12 |
|