Lantz Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $491K | Hold |
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|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $429K | Buy |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Sell |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $744K | Buy |
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|
2022
Q3 | $654K | Buy |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $992K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.67M | Buy |
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|
2019
Q3 | $3.19M | Sell |
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|
2019
Q2 | $3.33M | Buy |
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|
2019
Q1 | $3.29M | Buy |
|