LFA
Legacy Financial Advisors’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 | $276K | Sell |
2,529
-248
| -9% | -$27.1K | 0.04% | 286 |
|
|
2025
Q1 | $290K | Sell |
2,777
-624
| -18% | -$65.2K | 0.05% | 276 |
|
|
2024
Q4 | $392K | Sell |
3,401
-743
| -18% | -$85.6K | 0.06% | 233 |
|
|
2024
Q3 | $485K | Buy |
4,144
+372
| +10% | +$43.5K | 0.08% | 202 |
|
|
2024
Q2 | $402K | Sell |
3,772
-11,533
| -75% | -$1.23M | 0.07% | 208 |
|
|
2024
Q1 | $1.69M | Buy |
15,305
+965
| +7% | +$107K | 0.3% | 55 |
|
|
2023
Q4 | $1.55M | Buy |
14,340
+1,328
| +10% | +$144K | 0.3% | 55 |
|
|
2023
Q3 | $1.23M | Buy |
13,012
+2,126
| +20% | +$201K | 0.25% | 56 |
|
|
2023
Q2 | $1.08M | Buy |
10,886
+1,601
| +17% | +$160K | 0.2% | 65 |
|
|
2023
Q1 | $898K | Sell |
9,285
-89
| -0.9% | -$8.61K | 0.18% | 66 |
|
|
2022
Q4 | $887K | Buy |
9,374
+1,308
| +16% | +$124K | 0.19% | 66 |
|
|
2022
Q3 | $703K | Buy |
8,066
+922
| +13% | +$80.4K | 0.17% | 69 |
|
|
2022
Q2 | $660K | Sell |
7,144
-881
| -11% | -$81.4K | 0.16% | 66 |
|
|
2022
Q1 | $866K | Buy |
8,025
+574
| +8% | +$61.9K | 0.19% | 57 |
|
|
2021
Q4 | $853K | Buy |
7,451
+134
| +2% | +$15.3K | 0.2% | 54 |
|
|
2021
Q3 | $799K | Buy |
7,317
+1,572
| +27% | +$172K | 0.2% | 49 |
|
|
2021
Q2 | $649K | Sell |
5,745
-5,311
| -48% | -$600K | 0.16% | 57 |
|
|
2021
Q1 | $1.2M | Buy |
11,056
+664
| +6% | +$72.1K | 0.33% | 23 |
|
|
2020
Q4 | $954K | Sell |
10,392
-731
| -7% | -$67.1K | 0.27% | 32 |
|
|
2020
Q3 | $781K | Sell |
11,123
-722
| -6% | -$50.7K | 0.24% | 35 |
|
|
2020
Q2 | $809K | Buy |
11,845
+16
| +0.1% | +$1.09K | 0.29% | 26 |
|
|
2020
Q1 | $749K | Sell |
11,829
-8,104
| -41% | -$513K | 0.28% | 31 |
|
|
2019
Q4 | $1.67M | Buy |
19,933
+702
| +4% | +$58.8K | 0.53% | 22 |
|
|
2019
Q3 | $1.5M | Sell |
19,231
-111
| -0.6% | -$8.64K | 0.5% | 21 |
|
|
2019
Q2 | $1.51M | Buy |
19,342
+349
| +2% | +$27.3K | 0.54% | 19 |
|
|
2019
Q1 | $1.47M | Buy |
18,993
+5,381
| +40% | +$415K | 0.5% | 18 |
|
|
2018
Q4 | $944K | Sell |
13,612
-5,943
| -30% | -$412K | 0.37% | 27 |
|
|
2018
Q3 | $1.71M | Sell |
19,555
-1,375
| -7% | -$120K | 0.62% | 17 |
|
|
2018
Q2 | $1.8M | Buy |
20,930
+3,624
| +21% | +$311K | 0.68% | 16 |
|
|
2018
Q1 | $1.35M | Buy |
17,306
+2,603
| +18% | +$203K | 0.54% | 18 |
|
|
2017
Q4 | $1.13M | Buy |
+14,703
| New | +$1.13M | 0.46% | 19 |
|