MFA
Mayflower Financial Advisors’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 | $5.92M | Buy |
54,164
+486
| +0.9% | +$53.1K | 0.82% | 27 |
|
|
2025
Q1 | $5.61M | Sell |
53,678
-481
| -0.9% | -$50.3K | 0.85% | 23 |
|
|
2024
Q4 | $6.24M | Sell |
54,159
-986
| -2% | -$114K | 0.93% | 22 |
|
|
2024
Q3 | $6.45M | Sell |
55,145
-1,430
| -3% | -$167K | 0.97% | 19 |
|
|
2024
Q2 | $6.03M | Sell |
56,575
-3,886
| -6% | -$414K | 0.99% | 20 |
|
|
2024
Q1 | $6.68M | Sell |
60,461
-3,040
| -5% | -$336K | 1.12% | 15 |
|
|
2023
Q4 | $6.87M | Sell |
63,501
-2,310
| -4% | -$250K | 0.95% | 25 |
|
|
2023
Q3 | $6.21M | Sell |
65,811
-10,489
| -14% | -$989K | 0.93% | 24 |
|
|
2023
Q2 | $7.6M | Sell |
76,300
-3,372
| -4% | -$336K | 0.98% | 23 |
|
|
2023
Q1 | $7.7M | Sell |
79,672
-8,832
| -10% | -$854K | 1.01% | 22 |
|
|
2022
Q4 | $8.38M | Buy |
88,504
+3,830
| +5% | +$362K | 1.16% | 21 |
|
|
2022
Q3 | $7.38M | Buy |
84,674
+4,849
| +6% | +$423K | 1.19% | 21 |
|
|
2022
Q2 | $7.38M | Buy |
79,825
+467
| +0.6% | +$43.2K | 1.13% | 21 |
|
|
2022
Q1 | $8.56M | Sell |
79,358
-901
| -1% | -$97.2K | 1.15% | 22 |
|
|
2021
Q4 | $9.19M | Buy |
80,259
+2,246
| +3% | +$257K | 1.22% | 21 |
|
|
2021
Q3 | $8.77M | Sell |
78,013
-2,571
| -3% | -$289K | 1.18% | 23 |
|
|
2021
Q2 | $9.1M | Sell |
80,584
-20,214
| -20% | -$2.28M | 1.25% | 22 |
|
|
2021
Q1 | $10.9M | Sell |
100,798
-10,659
| -10% | -$1.16M | 1.62% | 16 |
|
|
2020
Q4 | $10.2M | Buy |
+111,457
| New | +$10.2M | 1.77% | 14 |
|