LifeSteps 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 | $423K | Buy |
3,870
+25
| +0.7% | +$2.73K | 0.29% | 54 |
|
|
2025
Q1 | $402K | Sell |
3,845
-26
| -0.7% | -$2.72K | 0.33% | 50 |
|
|
2024
Q4 | $446K | Sell |
3,871
-614
| -14% | -$70.7K | 0.34% | 52 |
|
|
2024
Q3 | $525K | Sell |
4,485
-611
| -12% | -$71.5K | 0.41% | 48 |
|
|
2024
Q2 | $544K | Hold |
5,096
| – | – | 0.45% | 43 |
|
|
2024
Q1 | $563K | Sell |
5,096
-51
| -1% | -$5.64K | 0.43% | 43 |
|
|
2023
Q4 | $557K | Sell |
5,147
-704
| -12% | -$76.2K | 0.49% | 41 |
|
|
2023
Q3 | $552K | Sell |
5,851
-327
| -5% | -$30.8K | 0.56% | 40 |
|
|
2023
Q2 | $616K | Sell |
6,178
-81
| -1% | -$8.07K | 0.61% | 35 |
|
|
2023
Q1 | $605K | Sell |
6,259
-943
| -13% | -$91.2K | 0.64% | 33 |
|
|
2022
Q4 | $682K | Sell |
7,202
-3,527
| -33% | -$334K | 0.71% | 31 |
|
|
2022
Q3 | $935K | Sell |
10,729
-4,996
| -32% | -$435K | 1.05% | 23 |
|
|
2022
Q2 | $1.45M | Sell |
15,725
-2,852
| -15% | -$264K | 1.51% | 16 |
|
|
2022
Q1 | $2M | Buy |
18,577
+2,141
| +13% | +$231K | 1.48% | 18 |
|
|
2021
Q4 | $1.88M | Buy |
16,436
+2,864
| +21% | +$328K | 1.33% | 19 |
|
|
2021
Q3 | $1.48M | Buy |
13,572
+1,788
| +15% | +$195K | 1.13% | 22 |
|
|
2021
Q2 | $1.33M | Buy |
11,784
+3,269
| +38% | +$369K | 1.02% | 21 |
|
|
2021
Q1 | $924K | Buy |
8,515
+5,518
| +184% | +$599K | 0.77% | 24 |
|
|
2020
Q4 | $275K | Buy |
+2,997
| New | +$275K | 0.25% | 65 |
|