Plan Group Financial’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 | $9.43M | Sell |
86,318
-10,738
| -11% | -$1.17M | 3.1% | 5 |
|
|
2025
Q1 | $10.1M | Buy |
97,056
+27,798
| +40% | +$2.91M | 3.62% | 6 |
|
|
2024
Q4 | $7.98M | Buy |
69,258
+590
| +0.9% | +$68K | 4.21% | 7 |
|
|
2024
Q3 | $8.03M | Sell |
68,668
-3,472
| -5% | -$406K | 4.24% | 7 |
|
|
2024
Q2 | $7.69M | Buy |
72,140
+11,788
| +20% | +$1.26M | 4.71% | 5 |
|
|
2024
Q1 | $6.67M | Buy |
60,352
+8,616
| +17% | +$952K | 4.38% | 7 |
|
|
2023
Q4 | $5.6M | Buy |
51,736
+14,958
| +41% | +$1.62M | 4.91% | 6 |
|
|
2023
Q3 | $3.47M | Buy |
36,778
+17,470
| +90% | +$1.65M | 2.5% | 15 |
|
|
2023
Q2 | $1.92M | Buy |
+19,308
| New | +$1.92M | 1.61% | 18 |
|