Safeguard Financial’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
Q1 | $422K | Sell |
4,038
-92
| -2% | -$9.62K | 0.09% | 74 |
|
|
2024
Q4 | $476K | Buy |
4,130
+490
| +13% | +$56.5K | 0.1% | 71 |
|
|
2024
Q3 | $426K | Sell |
3,640
-112
| -3% | -$13.1K | 0.1% | 76 |
|
|
2024
Q2 | $400K | Buy |
+3,752
| New | +$400K | 0.11% | 69 |
|
|
2024
Q1 | – | Sell |
-1,962
| Closed | -$212K | – | 83 |
|
|
2023
Q4 | $212K | Buy |
+1,962
| New | +$212K | 0.08% | 74 |
|
|
2023
Q3 | – | Sell |
-1,916
| Closed | -$190K | – | 296 |
|
|
2023
Q2 | $190K | Sell |
1,916
-596
| -24% | -$59.1K | 0.09% | 70 |
|
|
2023
Q1 | $243K | Sell |
2,512
-328
| -12% | -$31.7K | 0.15% | 56 |
|
|
2022
Q4 | $269K | Buy |
+2,840
| New | +$269K | 0.19% | 52 |
|