Lockerman Financial Group’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 | $2.37M | Hold |
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|
2025
Q2 | $2.18M | Sell |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.32M | Buy |
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|
2024
Q3 | $2.35M | Hold |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $1.59M | Hold |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.36M | Hold |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $497K | Sell |
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|
2021
Q4 | $593K | Buy |
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