Legacy Financial Group (Iowa)’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
Q2 | $1.02M | Sell |
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|
2025
Q1 | $988K | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $989K | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $894K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $892K | Sell |
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $2.2M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.33M | Sell |
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|
2021
Q2 | $2.45M | Sell |
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|
2021
Q1 | $2.41M | Sell |
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|
2020
Q4 | $2.14M | Buy |
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