PFA
Professional Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Sell |
6,044
-225
| -4% | -$24.6K | 0.15% | 74 |
|
|
2025
Q1 | $656K | Sell |
6,269
-183
| -3% | -$19.1K | 0.17% | 73 |
|
|
2024
Q4 | $743K | Buy |
6,452
+42
| +0.7% | +$4.84K | 0.19% | 72 |
|
|
2024
Q3 | $750K | Buy |
6,410
+153
| +2% | +$17.9K | 0.19% | 69 |
|
|
2024
Q2 | $667K | Buy |
6,257
+1,035
| +20% | +$110K | 0.18% | 70 |
|
|
2024
Q1 | $577K | Sell |
5,222
-336
| -6% | -$37.1K | 0.17% | 73 |
|
|
2023
Q4 | $602K | Buy |
5,558
+4
| +0.1% | +$433 | 0.2% | 62 |
|
|
2023
Q3 | $524K | Sell |
5,554
-262
| -5% | -$24.7K | 0.24% | 67 |
|
|
2023
Q2 | $580K | Sell |
5,816
-1,123
| -16% | -$112K | 0.3% | 53 |
|
|
2023
Q1 | $749K | Buy |
6,939
+871
| +14% | +$94K | 0.44% | 42 |
|
|
2022
Q4 | $574K | Sell |
6,068
-155
| -2% | -$14.7K | 0.39% | 53 |
|
|
2022
Q3 | $543K | Buy |
6,223
+19
| +0.3% | +$1.66K | 0.33% | 51 |
|
|
2022
Q2 | $573K | Sell |
6,204
-735
| -11% | -$67.9K | 0.32% | 58 |
|
|
2022
Q1 | $749K | Sell |
6,939
-597
| -8% | -$64.4K | 0.32% | 54 |
|
|
2021
Q4 | $863K | Sell |
7,536
-169
| -2% | -$19.4K | 0.37% | 49 |
|
|
2021
Q3 | $841K | Buy |
7,705
+20
| +0.3% | +$2.18K | 0.48% | 40 |
|
|
2021
Q2 | $866K | Buy |
7,685
+10
| +0.1% | +$1.13K | 0.48% | 40 |
|
|
2021
Q1 | $833K | Sell |
7,675
-12,328
| -62% | -$1.34M | 0.52% | 41 |
|
|
2020
Q4 | $1.84M | Sell |
20,003
-164
| -0.8% | -$15.1K | 1.45% | 13 |
|
|
2020
Q3 | $1.45M | Buy |
20,167
+414
| +2% | +$29.8K | 1.35% | 16 |
|
|
2020
Q2 | $1.35M | Sell |
19,753
-5,981
| -23% | -$408K | 1.77% | 14 |
|
|
2020
Q1 | $1.63M | Buy |
25,734
+3,639
| +16% | +$230K | 2.95% | 8 |
|
|
2019
Q4 | $1.85M | Buy |
+22,095
| New | +$1.85M | 1.76% | 16 |
|