S.E.E.D. Planning Group’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 | $687K | Buy |
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|
2025
Q2 | $613K | Buy |
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|
2025
Q1 | $585K | Buy |
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|
2024
Q4 | $638K | Buy |
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|
2024
Q3 | $644K | Buy |
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $644K | Buy |
|
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $474K | Sell |
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|
2023
Q2 | $621K | Sell |
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|
2023
Q1 | $705K | Sell |
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|
2022
Q4 | $802K | Sell |
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|
2022
Q3 | $757K | Sell |
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|
2022
Q2 | $827K | Sell |
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|
2022
Q1 | $973K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $852K | Buy |
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|
2019
Q4 | $1.27M | Buy |
|