Morling Financial 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
Q2 | $119K | Hold |
1,088
| – | – | 0.04% | 76 |
|
|
2025
Q1 | $114K | Sell |
1,088
-20
| -2% | -$2.09K | 0.04% | 87 |
|
|
2024
Q4 | $128K | Buy |
1,108
+20
| +2% | +$2.31K | 0.04% | 78 |
|
|
2024
Q3 | $127K | Hold |
1,088
| – | – | 0.05% | 75 |
|
|
2024
Q2 | $116K | Hold |
1,088
| – | – | 0.05% | 68 |
|
|
2024
Q1 | $120K | Sell |
1,088
-20
| -2% | -$2.21K | 0.07% | 73 |
|
|
2023
Q4 | $120K | Buy |
1,108
+20
| +2% | +$2.17K | 0.1% | 59 |
|
|
2023
Q3 | $103K | Hold |
1,088
| – | – | 0.1% | 54 |
|
|
2023
Q2 | $108K | Sell |
1,088
-299
| -22% | -$29.8K | 0.1% | 55 |
|
|
2023
Q1 | $134K | Buy |
1,387
+709
| +105% | +$68.5K | 0.14% | 56 |
|
|
2022
Q4 | $64.2K | Sell |
678
-4
| -0.6% | -$379 | 0.08% | 63 |
|
|
2022
Q3 | $60K | Buy |
682
+3
| +0.4% | +$264 | 0.08% | 56 |
|
|
2022
Q2 | $63K | Sell |
679
-6
| -0.9% | -$557 | 0.08% | 59 |
|
|
2022
Q1 | $74K | Buy |
685
+1
| +0.1% | +$108 | 0.09% | 64 |
|
|
2021
Q4 | $78K | Buy |
+684
| New | +$78K | 0.07% | 61 |
|