LifeSteps Financial’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
Q3 | $460K | Hold |
|
|||||
|
2025
Q2 | $423K | Buy |
|
|||||
|
2025
Q1 | $402K | Sell |
|
|||||
|
2024
Q4 | $446K | Sell |
|
|||||
|
2024
Q3 | $525K | Sell |
|
|||||
|
2024
Q2 | $544K | Hold |
|
|||||
|
2024
Q1 | $563K | Sell |
|
|||||
|
2023
Q4 | $557K | Sell |
|
|||||
|
2023
Q3 | $552K | Sell |
|
|||||
|
2023
Q2 | $616K | Sell |
|
|||||
|
2023
Q1 | $605K | Sell |
|
|||||
|
2022
Q4 | $682K | Sell |
|
|||||
|
2022
Q3 | $935K | Sell |
|
|||||
|
2022
Q2 | $1.45M | Sell |
|
|||||
|
2022
Q1 | $2M | Buy |
|
|||||
|
2021
Q4 | $1.88M | Buy |
|
|||||
|
2021
Q3 | $1.48M | Buy |
|
|||||
|
2021
Q2 | $1.33M | Buy |
|
|||||
|
2021
Q1 | $924K | Buy |
|
|||||
|
2020
Q4 | $275K | Buy |
|