Oxford Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Oxford Financial Group’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$859K	Sell	7,861 -2,772	-26%	-$303K	0.05%	96
2025 Q1	$1.11M	Sell	10,633 -440	-4%	-$46K	0.08%	74
2024 Q4	$1.28M	Buy	11,073 +503	+5%	+$58K	0.08%	75
2024 Q3	$1.24M	Buy	10,570 +2,227	+27%	+$260K	0.08%	77
2024 Q2	$890K	Buy	8,343 +2,007	+32%	+$214K	0.06%	97
2024 Q1	$700K	Buy	6,336 +810	+15%	+$89.5K	0.05%	101
2023 Q4	$598K	Buy	5,526 +394	+8%	+$42.7K	0.04%	115
2023 Q3	$484K	Sell	5,132 -3,131	-38%	-$295K	0.04%	129
2023 Q2	$823K	Buy	8,263 +3,022	+58%	+$301K	0.08%	89
2023 Q1	$507K	Sell	5,241 -120	-2%	-$11.6K	0.06%	113
2022 Q4	$507K	Sell	5,361 -95	-2%	-$8.99K	0.06%	111
2022 Q3	$476K	Sell	5,456 -1,350	-20%	-$118K	0.07%	103
2022 Q2	$629K	Hold	6,806	–	–	0.09%	91
2022 Q1	$734K	Sell	6,806 -1,847	-21%	-$199K	0.09%	92
2021 Q4	$991K	Buy	8,653 +1,739	+25%	+$199K	0.11%	84
2021 Q3	$755K	Sell	6,914 -1,058	-13%	-$116K	0.1%	87
2021 Q2	$901K	Hold	7,972	–	–	0.12%	80
2021 Q1	$865K	Buy	7,972 +339	+4%	+$36.8K	0.12%	77
2020 Q4	$701K	Sell	7,633 -6,325	-45%	-$581K	0.1%	86
2020 Q3	$980K	Sell	13,958 -167	-1%	-$11.7K	0.16%	57
2020 Q2	$965K	Sell	14,125 -473	-3%	-$32.3K	0.16%	56
2020 Q1	$819K	Hold	14,598	–	–	0.16%	57
2019 Q4	$1.22M	Sell	14,598 -2,605	-15%	-$218K	0.34%	32
2019 Q3	$1.34M	Hold	17,203	–	–	0.42%	28
2019 Q2	$1.35M	Buy	17,203 +260	+2%	+$20.4K	0.44%	26
2019 Q1	$1.31M	Buy	16,943 +10,542	+165%	+$813K	0.47%	26
2018 Q4	$444K	Hold	6,401	–	–	0.15%	32
2018 Q3	$558K	Sell	6,401 -1,385	-18%	-$121K	0.26%	22
2018 Q2	$650K	Hold	7,786	–	–	0.33%	22
2018 Q1	$600K	Hold	7,786	–	–	0.34%	22
2017 Q4	$598K	Sell	7,786 -416	-5%	-$32K	0.41%	21
2017 Q3	$609K	Buy	8,202 +1,385	+20%	+$103K	0.42%	19
2017 Q2	$478K	Sell	6,817 -113	-2%	-$7.92K	0.37%	17
2017 Q1	$479K	Hold	6,930	–	–	0.42%	17
2016 Q4	$477K	Buy	+6,930	New	+$477K	0.44%	15