Planning Directions’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
Q3 | $6.32M | Buy |
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|
2025
Q2 | $5.71M | Buy |
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|
2025
Q1 | $5.15M | Buy |
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|
2024
Q4 | $4.7M | Buy |
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|
2024
Q3 | $4.08M | Buy |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $682K | Buy |
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|
2021
Q3 | $595K | Buy |
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|
2021
Q2 | $597K | Sell |
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|
2021
Q1 | $701K | Sell |
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|
2020
Q4 | $700K | Sell |
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|
2020
Q3 | $563K | Sell |
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|
2020
Q2 | $618K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $785K | Sell |
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|
2019
Q3 | $759K | Sell |
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|
2019
Q2 | $766K | Buy |
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|
2019
Q1 | $681K | Buy |
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|
2018
Q4 | $464K | Buy |
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|
2018
Q3 | $549K | Buy |
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|
2018
Q2 | $483K | Buy |
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|
2018
Q1 | $414K | Buy |
|