Resurgent 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 | $1.25M | Sell |
11,422
-1,108
| -9% | -$121K | 0.69% | 36 |
|
|
2025
Q1 | $1.31M | Buy |
12,530
+98
| +0.8% | +$10.2K | 0.79% | 31 |
|
|
2024
Q4 | $1.43M | Sell |
12,432
-1,205
| -9% | -$139K | 0.84% | 30 |
|
|
2024
Q3 | $1.59M | Buy |
13,637
+329
| +2% | +$38.5K | 0.93% | 24 |
|
|
2024
Q2 | $1.42M | Sell |
13,308
-4,906
| -27% | -$523K | 0.88% | 27 |
|
|
2024
Q1 | $2.01M | Buy |
18,214
+7,846
| +76% | +$867K | 1.07% | 23 |
|
|
2023
Q4 | $1.12M | Sell |
10,368
-1,029
| -9% | -$111K | 0.69% | 31 |
|
|
2023
Q3 | $1.08M | Buy |
11,397
+369
| +3% | +$34.8K | 0.73% | 28 |
|
|
2023
Q2 | $1.1M | Buy |
11,028
+4,988
| +83% | +$497K | 0.73% | 33 |
|
|
2023
Q1 | $584K | Sell |
6,040
-3,325
| -36% | -$322K | 0.39% | 64 |
|
|
2022
Q4 | $886K | Sell |
9,365
-1,019
| -10% | -$96.4K | 0.47% | 49 |
|
|
2022
Q3 | $905K | Buy |
10,384
+147
| +1% | +$12.8K | 0.61% | 43 |
|
|
2022
Q2 | $946K | Sell |
10,237
-626
| -6% | -$57.8K | 0.61% | 44 |
|
|
2022
Q1 | $1.17M | Buy |
10,863
+2,576
| +31% | +$278K | 0.73% | 30 |
|
|
2021
Q4 | $949K | Buy |
+8,287
| New | +$949K | 0.76% | 37 |
|