Partners in Financial Planning’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 | $251K | Sell |
2,294
-550
| -19% | -$60.1K | 0.05% | 98 |
|
|
2025
Q1 | $297K | Sell |
2,844
-9
| -0.3% | -$941 | 0.06% | 86 |
|
|
2024
Q4 | $329K | Sell |
2,853
-196
| -6% | -$22.6K | 0.07% | 82 |
|
|
2024
Q3 | $357K | Buy |
3,049
+2
| +0.1% | +$234 | 0.07% | 79 |
|
|
2024
Q2 | $325K | Buy |
3,047
+1
| +0% | +$107 | 0.07% | 83 |
|
|
2024
Q1 | $337K | Buy |
3,046
+820
| +37% | +$90.6K | 0.07% | 80 |
|
|
2023
Q4 | $241K | Buy |
2,226
+3
| +0.1% | +$325 | 0.06% | 92 |
|
|
2023
Q3 | $210K | Sell |
2,223
-66
| -3% | -$6.23K | 0.05% | 93 |
|
|
2023
Q2 | $228K | Buy |
2,289
+1
| +0% | +$100 | 0.06% | 89 |
|
|
2023
Q1 | $221K | Buy |
2,288
+2
| +0.1% | +$193 | 0.06% | 88 |
|
|
2022
Q4 | $216K | Buy |
2,286
+1
| +0% | +$95 | 0.06% | 88 |
|
|
2022
Q3 | $228K | Buy |
2,285
+2
| +0.1% | +$200 | 0.07% | 85 |
|
|
2022
Q2 | $224K | Sell |
2,283
-224
| -9% | -$22K | 0.07% | 88 |
|
|
2022
Q1 | $259K | Buy |
2,507
+1
| +0% | +$103 | 0.08% | 81 |
|
|
2021
Q4 | $267K | Buy |
2,506
+21
| +0.8% | +$2.23K | 0.08% | 81 |
|
|
2021
Q3 | $271K | Sell |
2,485
-41
| -2% | -$4.48K | 0.08% | 77 |
|
|
2021
Q2 | $285K | Buy |
+2,526
| New | +$285K | 0.09% | 74 |
|