Mosaic Financial Group’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 | $441K | Buy |
4,035
+5
| +0.1% | +$546 | 0.34% | 66 |
|
|
2025
Q1 | $421K | Buy |
4,030
+5
| +0.1% | +$522 | 0.34% | 65 |
|
|
2024
Q4 | $464K | Buy |
4,025
+14
| +0.3% | +$1.61K | 0.33% | 64 |
|
|
2024
Q3 | $469K | Buy |
4,011
+6
| +0.1% | +$702 | 0.33% | 64 |
|
|
2024
Q2 | $427K | Buy |
4,005
+5
| +0.1% | +$533 | 0.31% | 65 |
|
|
2024
Q1 | $442K | Buy |
+4,000
| New | +$442K | 0.35% | 59 |
|