Mark Sheptoff Financial Planning’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 | $16.1K | Hold |
147
| – | – | 0.01% | 289 |
|
|
2025
Q1 | $15.4K | Hold |
147
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $16.9K | Hold |
147
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $17.2K | Hold |
147
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $15.7K | Hold |
147
| – | – | 0.01% | 275 |
|
|
2024
Q1 | $16.2K | Buy |
147
+38
| +35% | +$4.2K | 0.01% | 253 |
|
|
2023
Q4 | $11.8K | Hold |
109
| – | – | 0.01% | 274 |
|
|
2023
Q3 | $10.3K | Hold |
109
| – | – | 0.01% | 265 |
|
|
2023
Q2 | $10.9K | Hold |
109
| – | – | 0.01% | 271 |
|
|
2023
Q1 | $10.5K | Hold |
109
| – | – | 0.01% | 262 |
|
|
2022
Q4 | $10.3K | Hold |
109
| – | – | 0.01% | 264 |
|
|
2022
Q3 | $10K | Hold |
109
| – | – | 0.01% | 252 |
|
|
2022
Q2 | $10K | Hold |
109
| – | – | 0.01% | 260 |
|
|
2022
Q1 | $12K | Hold |
109
| – | – | 0.01% | 287 |
|
|
2021
Q4 | $12K | Buy |
+109
| New | +$12K | 0.01% | 303 |
|