LPF Advisors’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
Q1 | $2.21M | Buy |
21,089
+2,414
| +13% | +$252K | 1.81% | 12 |
|
|
2024
Q4 | $2.15M | Buy |
18,675
+1,078
| +6% | +$124K | 1.8% | 12 |
|
|
2024
Q3 | $2.06M | Buy |
17,597
+470
| +3% | +$55K | 1.76% | 12 |
|
|
2024
Q2 | $1.83M | Buy |
17,127
+2,629
| +18% | +$280K | 1.68% | 12 |
|
|
2024
Q1 | $1.6M | Buy |
14,498
+355
| +3% | +$39.2K | 1.6% | 11 |
|
|
2023
Q4 | $1.53M | Buy |
+14,143
| New | +$1.53M | 1.63% | 11 |
|