Legacy Financial Group (Iowa)’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 | $1.02M | Sell |
9,353
-92
| -1% | -$10.1K | 0.14% | 53 |
|
|
2025
Q1 | $988K | Sell |
9,445
-37
| -0.4% | -$3.87K | 0.15% | 50 |
|
|
2024
Q4 | $1.09M | Buy |
+9,482
| New | +$1.09M | 0.18% | 49 |
|
|
2024
Q3 | – | Sell |
-9,272
| Closed | -$989K | – | 75 |
|
|
2024
Q2 | $989K | Sell |
9,272
-210
| -2% | -$22.4K | 0.19% | 50 |
|
|
2024
Q1 | $1.05M | Buy |
+9,482
| New | +$1.05M | 0.21% | 46 |
|
|
2023
Q4 | – | Sell |
-9,482
| Closed | -$894K | – | 252 |
|
|
2023
Q3 | $894K | Buy |
+9,482
| New | +$894K | 0.21% | 48 |
|
|
2022
Q4 | – | Sell |
-10,235
| Closed | -$892K | – | 48 |
|
|
2022
Q3 | $892K | Sell |
10,235
-6,477
| -39% | -$564K | 0.3% | 25 |
|
|
2022
Q2 | $1.54M | Sell |
16,712
-3,687
| -18% | -$341K | 0.49% | 24 |
|
|
2022
Q1 | $2.2M | Buy |
+20,399
| New | +$2.2M | 0.65% | 24 |
|
|
2021
Q4 | – | Sell |
-21,388
| Closed | -$2.34M | – | 43 |
|
|
2021
Q3 | $2.34M | Sell |
21,388
-299
| -1% | -$32.6K | 0.7% | 22 |
|
|
2021
Q2 | $2.45M | Sell |
21,687
-491
| -2% | -$55.5K | 0.74% | 24 |
|
|
2021
Q1 | $2.41M | Sell |
22,178
-1,096
| -5% | -$119K | 0.84% | 27 |
|
|
2020
Q4 | $2.14M | Buy |
+23,274
| New | +$2.14M | 0.82% | 29 |
|