LFG
Lockerman Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
19,943
-155
| -0.8% | -$16.9K | 2.93% | 5 |
|
|
2025
Q1 | $2.1M | Sell |
20,098
-16
| -0.1% | -$1.67K | 3.18% | 4 |
|
|
2024
Q4 | $2.32M | Buy |
20,114
+54
| +0.3% | +$6.22K | 3.94% | 3 |
|
|
2024
Q3 | $2.35M | Hold |
20,060
| – | – | 3.97% | 2 |
|
|
2024
Q2 | $2.14M | Buy |
20,060
+5,690
| +40% | +$607K | 3.88% | 2 |
|
|
2024
Q1 | $1.59M | Hold |
14,370
| – | – | 3.04% | 4 |
|
|
2023
Q4 | $1.56M | Sell |
14,370
-18
| -0.1% | -$1.95K | 3.6% | 3 |
|
|
2023
Q3 | $1.36M | Hold |
14,388
| – | – | 3.65% | 3 |
|
|
2023
Q2 | $1.43M | Buy |
14,388
+448
| +3% | +$44.6K | 3.98% | 3 |
|
|
2023
Q1 | $1.35M | Sell |
13,940
-459
| -3% | -$44.4K | 3.71% | 3 |
|
|
2022
Q4 | $1.36M | Buy |
14,399
+10,399
| +260% | +$984K | 3.98% | 3 |
|
|
2022
Q3 | $349K | Sell |
4,000
-130
| -3% | -$11.3K | 1% | 26 |
|
|
2022
Q2 | $382K | Sell |
4,130
-471
| -10% | -$43.6K | 1.22% | 24 |
|
|
2022
Q1 | $497K | Sell |
4,601
-575
| -11% | -$62.1K | 1.34% | 16 |
|
|
2021
Q4 | $593K | Buy |
+5,176
| New | +$593K | 1.55% | 13 |
|