Plante Moran Financial Advisors’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 | $927K | Buy |
8,480
+1,239
| +17% | +$135K | 0.07% | 48 |
|
|
2025
Q1 | $757K | Buy |
7,241
+259
| +4% | +$27.1K | 0.07% | 52 |
|
|
2024
Q4 | $805K | Sell |
6,982
-239
| -3% | -$27.5K | 0.07% | 55 |
|
|
2024
Q3 | $845K | Sell |
7,221
-1,407
| -16% | -$165K | 0.07% | 52 |
|
|
2024
Q2 | $920K | Buy |
8,628
+1,282
| +17% | +$137K | 0.09% | 48 |
|
|
2024
Q1 | $812K | Sell |
7,346
-44
| -0.6% | -$4.86K | 0.09% | 54 |
|
|
2023
Q4 | $800K | Buy |
7,390
+2,143
| +41% | +$232K | 0.08% | 55 |
|
|
2023
Q3 | $495K | Buy |
5,247
+10
| +0.2% | +$943 | 0.06% | 78 |
|
|
2023
Q2 | $522K | Hold |
5,237
| – | – | 0.06% | 79 |
|
|
2023
Q1 | $506K | Buy |
5,237
+48
| +0.9% | +$4.64K | 0.07% | 82 |
|
|
2022
Q4 | $491K | Sell |
5,189
-364
| -7% | -$34.4K | 0.07% | 85 |
|
|
2022
Q3 | $484K | Buy |
5,553
+716
| +15% | +$62.4K | 0.08% | 77 |
|
|
2022
Q2 | $447K | Hold |
4,837
| – | – | 0.07% | 85 |
|
|
2022
Q1 | $522K | Sell |
4,837
-3,666
| -43% | -$396K | 0.1% | 83 |
|
|
2021
Q4 | $974K | Sell |
8,503
-32
| -0.4% | -$3.67K | 0.16% | 54 |
|
|
2021
Q3 | $932K | Buy |
8,535
+921
| +12% | +$101K | 0.21% | 55 |
|
|
2021
Q2 | $860K | Buy |
7,614
+869
| +13% | +$98.2K | 0.21% | 56 |
|
|
2021
Q1 | $732K | Buy |
6,745
+115
| +2% | +$12.5K | 0.2% | 58 |
|
|
2020
Q4 | $609K | Buy |
6,630
+1,088
| +20% | +$99.9K | 0.19% | 68 |
|
|
2020
Q3 | $389K | Sell |
5,542
-699
| -11% | -$49.1K | 0.14% | 83 |
|
|
2020
Q2 | $426K | Sell |
6,241
-994
| -14% | -$67.8K | 0.17% | 76 |
|
|
2020
Q1 | $406K | Sell |
7,235
-759
| -9% | -$42.6K | 0.19% | 75 |
|
|
2019
Q4 | $670K | Sell |
7,994
-7,373
| -48% | -$618K | 0.23% | 61 |
|
|
2019
Q3 | $1.2M | Buy |
15,367
+3,745
| +32% | +$291K | 0.35% | 45 |
|
|
2019
Q2 | $910K | Buy |
11,622
+87
| +0.8% | +$6.81K | 0.28% | 52 |
|
|
2019
Q1 | $890K | Sell |
11,535
-313
| -3% | -$24.2K | 0.28% | 53 |
|
|
2018
Q4 | $821K | Buy |
11,848
+500
| +4% | +$34.6K | 0.29% | 56 |
|
|
2018
Q3 | $990K | Hold |
11,348
| – | – | 0.32% | 43 |
|
|
2018
Q2 | $947K | Sell |
11,348
-14
| -0.1% | -$1.17K | 0.48% | 43 |
|
|
2018
Q1 | $875K | Sell |
11,362
-102
| -0.9% | -$7.86K | 0.48% | 41 |
|
|
2017
Q4 | $881K | Buy |
11,464
+1,587
| +16% | +$122K | 0.49% | 44 |
|
|
2017
Q3 | $733K | Buy |
9,877
+5,229
| +113% | +$388K | 0.44% | 51 |
|
|
2017
Q2 | $326K | Hold |
4,648
| – | – | 0.2% | 90 |
|
|
2017
Q1 | $321K | Sell |
4,648
-70
| -1% | -$4.83K | 0.19% | 93 |
|
|
2016
Q4 | $324K | Buy |
4,718
+70
| +2% | +$4.81K | 0.2% | 86 |
|
|
2016
Q3 | $289K | Hold |
4,648
| – | – | 0.2% | 98 |
|
|
2016
Q2 | $270K | Hold |
4,648
| – | – | 0.2% | 92 |
|
|
2016
Q1 | $262K | Sell |
4,648
-32
| -0.7% | -$1.8K | 0.2% | 90 |
|
|
2015
Q4 | $258K | Buy |
4,680
+520
| +13% | +$28.7K | 0.19% | 88 |
|
|
2015
Q3 | $222K | Hold |
4,160
| – | – | 0.17% | 98 |
|
|
2015
Q2 | $245K | Hold |
4,160
| – | – | 0.18% | 97 |
|
|
2015
Q1 | $246K | Buy |
4,160
+2,760
| +197% | +$163K | 0.17% | 98 |
|
|
2014
Q4 | $80K | Hold |
1,400
| – | – | 0.06% | 211 |
|
|
2014
Q3 | $73K | Hold |
1,400
| – | – | 0.06% | 205 |
|
|
2014
Q2 | $78K | Hold |
1,400
| – | – | 0.07% | 171 |
|
|
2014
Q1 | $77K | Sell |
1,400
-604
| -30% | -$33.2K | 0.08% | 136 |
|
|
2013
Q4 | $109K | Buy |
2,004
+604
| +43% | +$32.9K | 0.06% | 146 |
|
|
2013
Q3 | $70K | Hold |
1,400
| – | – | 0.04% | 157 |
|
|
2013
Q2 | $63K | Buy |
+1,400
| New | +$63K | 0.05% | 149 |
|