RFP Financial Group’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
$4.28M Buy
39,121
+3,630
+10% +$397K 1.77% 14
2025
Q1
$3.71M Buy
35,491
+492
+1% +$51.4K 1.49% 14
2024
Q4
$4.03M Sell
34,999
-32,661
-48% -$3.76M 1.57% 14
2024
Q3
$7.91M Buy
67,660
+34,555
+104% +$4.04M 2.58% 11
2024
Q2
$3.53M Buy
33,105
+2,755
+9% +$294K 1.31% 16
2024
Q1
$3.35M Buy
30,350
+679
+2% +$75K 1.31% 13
2023
Q4
$3.21M Sell
29,671
-287
-1% -$31.1K 1.32% 13
2023
Q3
$2.83M Buy
29,958
+1,878
+7% +$177K 1.24% 14
2023
Q2
$2.8M Buy
28,080
+1,451
+5% +$145K 1.14% 16
2023
Q1
$2.57M Sell
26,629
-231
-0.9% -$22.3K 2.97% 7
2022
Q4
$2.54M Buy
+26,860
New +$2.54M 1.14% 16