SEEDPG
S.E.E.D. Planning Group’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 | $613K | Buy |
5,607
+11
| +0.2% | +$1.2K | 0.19% | 59 |
|
|
2025
Q1 | $585K | Buy |
5,596
+59
| +1% | +$6.17K | 0.2% | 59 |
|
|
2024
Q4 | $638K | Buy |
5,537
+28
| +0.5% | +$3.23K | 0.21% | 64 |
|
|
2024
Q3 | $644K | Buy |
5,509
+854
| +18% | +$99.9K | 0.21% | 61 |
|
|
2024
Q2 | $496K | Sell |
4,655
-1,171
| -20% | -$125K | 0.18% | 62 |
|
|
2024
Q1 | $644K | Buy |
5,826
+1,822
| +46% | +$201K | 0.24% | 59 |
|
|
2023
Q4 | $433K | Sell |
4,004
-1,023
| -20% | -$111K | 0.17% | 61 |
|
|
2023
Q3 | $474K | Sell |
5,027
-1,200
| -19% | -$113K | 0.18% | 57 |
|
|
2023
Q2 | $621K | Sell |
6,227
-1,066
| -15% | -$106K | 0.22% | 53 |
|
|
2023
Q1 | $705K | Sell |
7,293
-1,182
| -14% | -$114K | 0.27% | 49 |
|
|
2022
Q4 | $802K | Sell |
8,475
-206
| -2% | -$19.5K | 0.35% | 43 |
|
|
2022
Q3 | $757K | Sell |
8,681
-263
| -3% | -$22.9K | 0.35% | 45 |
|
|
2022
Q2 | $827K | Sell |
8,944
-74
| -0.8% | -$6.84K | 0.37% | 44 |
|
|
2022
Q1 | $973K | Sell |
9,018
-216
| -2% | -$23.3K | 0.41% | 45 |
|
|
2021
Q4 | $1.06M | Sell |
9,234
-179
| -2% | -$20.5K | 0.46% | 43 |
|
|
2021
Q3 | $1.03M | Buy |
9,413
+328
| +4% | +$35.8K | 0.49% | 43 |
|
|
2021
Q2 | $1.03M | Sell |
9,085
-454
| -5% | -$51.3K | 0.51% | 43 |
|
|
2021
Q1 | $1.04M | Sell |
9,539
-4,862
| -34% | -$528K | 0.57% | 42 |
|
|
2020
Q4 | $1.32M | Sell |
14,401
-822
| -5% | -$75.5K | 0.79% | 37 |
|
|
2020
Q3 | $1.07M | Buy |
15,223
+316
| +2% | +$22.2K | 0.78% | 35 |
|
|
2020
Q2 | $1.02M | Sell |
14,907
-285
| -2% | -$19.5K | 0.8% | 36 |
|
|
2020
Q1 | $852K | Buy |
15,192
+44
| +0.3% | +$2.47K | 0.83% | 35 |
|
|
2019
Q4 | $1.27M | Buy |
+15,148
| New | +$1.27M | 1.1% | 31 |
|