MFT
Moisand Fitzgerald Tamayo’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 | $876K | Sell |
8,019
-315
| -4% | -$34.4K | 0.11% | 55 |
|
|
2025
Q1 | $871K | Sell |
8,334
-614
| -7% | -$64.2K | 0.12% | 54 |
|
|
2024
Q4 | $1.03M | Buy |
8,948
+20
| +0.2% | +$2.3K | 0.15% | 48 |
|
|
2024
Q3 | $1.04M | Buy |
8,928
+562
| +7% | +$65.7K | 0.14% | 51 |
|
|
2024
Q2 | $892K | Sell |
8,366
-47
| -0.6% | -$5.01K | 0.13% | 52 |
|
|
2024
Q1 | $930K | Sell |
8,413
-142
| -2% | -$15.7K | 0.14% | 52 |
|
|
2023
Q4 | $926K | Sell |
8,555
-247
| -3% | -$26.7K | 0.16% | 51 |
|
|
2023
Q3 | $830K | Sell |
8,802
-68
| -0.8% | -$6.41K | 0.18% | 51 |
|
|
2023
Q2 | $884K | Buy |
8,870
+209
| +2% | +$20.8K | 0.18% | 53 |
|
|
2023
Q1 | $838K | Sell |
8,661
-128
| -1% | -$12.4K | 0.18% | 53 |
|
|
2022
Q4 | $832K | Buy |
8,789
+2
| +0% | +$189 | 0.19% | 58 |
|
|
2022
Q3 | $766K | Buy |
8,787
+2
| +0% | +$174 | 0.21% | 54 |
|
|
2022
Q2 | $812K | Buy |
8,785
+1,421
| +19% | +$131K | 0.22% | 53 |
|
|
2022
Q1 | $794K | Sell |
7,364
-1,246
| -14% | -$134K | 0.36% | 38 |
|
|
2021
Q4 | $986K | Buy |
8,610
+2
| +0% | +$229 | 0.28% | 50 |
|
|
2021
Q3 | $940K | Buy |
8,608
+1
| +0% | +$109 | 0.32% | 49 |
|
|
2021
Q2 | $972K | Sell |
8,607
-39
| -0.5% | -$4.4K | 0.35% | 44 |
|
|
2021
Q1 | $938K | Sell |
8,646
-38
| -0.4% | -$4.12K | 0.41% | 40 |
|
|
2020
Q4 | $798K | Buy |
8,684
+1
| +0% | +$92 | 0.36% | 43 |
|
|
2020
Q3 | $610K | Sell |
8,683
-468
| -5% | -$32.9K | 0.32% | 48 |
|
|
2020
Q2 | $625K | Sell |
9,151
-631
| -6% | -$43.1K | 0.34% | 44 |
|
|
2020
Q1 | $549K | Sell |
9,782
-1,419
| -13% | -$79.6K | 0.36% | 46 |
|
|
2019
Q4 | $939K | Sell |
11,201
-34
| -0.3% | -$2.85K | 0.48% | 34 |
|
|
2019
Q3 | $875K | Sell |
11,235
-66
| -0.6% | -$5.14K | 0.47% | 36 |
|
|
2019
Q2 | $885K | Sell |
11,301
-22
| -0.2% | -$1.72K | 0.48% | 35 |
|
|
2019
Q1 | $874K | Sell |
11,323
-179
| -2% | -$13.8K | 0.49% | 36 |
|
|
2018
Q4 | $797K | Buy |
11,502
+50
| +0.4% | +$3.47K | 0.5% | 34 |
|
|
2018
Q3 | $999K | Sell |
11,452
-99
| -0.9% | -$8.64K | 0.56% | 31 |
|
|
2018
Q2 | $964K | Sell |
11,551
-254
| -2% | -$21.2K | 0.56% | 32 |
|
|
2018
Q1 | $909K | Sell |
11,805
-204
| -2% | -$15.7K | 0.54% | 33 |
|
|
2017
Q4 | $922K | Sell |
12,009
-302
| -2% | -$23.2K | 0.53% | 29 |
|
|
2017
Q3 | $914K | Sell |
12,311
-86
| -0.7% | -$6.39K | 0.56% | 29 |
|
|
2017
Q2 | $869K | Buy |
12,397
+360
| +3% | +$25.2K | 0.59% | 29 |
|
|
2017
Q1 | $832K | Buy |
12,037
+5,711
| +90% | +$395K | 0.59% | 29 |
|
|
2016
Q4 | $870K | Sell |
6,326
-83
| -1% | -$11.4K | 0.65% | 29 |
|
|
2016
Q3 | $796K | Sell |
6,409
-25
| -0.4% | -$3.11K | 0.6% | 30 |
|
|
2016
Q2 | $748K | Buy |
6,434
+1
| +0% | +$116 | 0.61% | 30 |
|
|
2016
Q1 | $724K | Sell |
6,433
-212
| -3% | -$23.9K | 0.59% | 31 |
|
|
2015
Q4 | $732K | Buy |
+6,645
| New | +$732K | 0.63% | 33 |
|