Partners in Financial Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $357K | Buy |
|
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $337K | Buy |
|
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $221K | Buy |
|
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | $228K | Buy |
|
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $285K | Buy |
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