LifePlan Financial’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 | $213K | Buy |
+1,948
| New | +$213K | 0.18% | 88 |
|
|
2025
Q1 | – | Sell |
-1,963
| Closed | -$226K | – | 91 |
|
|
2024
Q4 | $226K | Sell |
1,963
-103
| -5% | -$11.9K | 0.2% | 84 |
|
|
2024
Q3 | $242K | Buy |
2,066
+19
| +0.9% | +$2.22K | 0.21% | 86 |
|
|
2024
Q2 | $218K | Buy |
2,047
+85
| +4% | +$9.07K | 0.2% | 89 |
|
|
2024
Q1 | $217K | Sell |
1,962
-23
| -1% | -$2.54K | 0.2% | 92 |
|
|
2023
Q4 | $215K | Buy |
+1,985
| New | +$215K | 0.22% | 87 |
|