SFG Wealth Management’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 | $479K | Buy |
4,379
+2,006
| +85% | +$219K | 0.29% | 48 |
|
|
2025
Q1 | $248K | Buy |
2,373
+80
| +3% | +$8.37K | 0.12% | 108 |
|
|
2024
Q4 | $264K | Buy |
2,293
+163
| +8% | +$18.8K | 0.14% | 80 |
|
|
2024
Q3 | $249K | Sell |
2,130
-262
| -11% | -$30.7K | 0.13% | 82 |
|
|
2024
Q2 | $255K | Sell |
2,392
-92
| -4% | -$9.81K | 0.15% | 78 |
|
|
2024
Q1 | $275K | Sell |
2,484
-299
| -11% | -$33K | 0.16% | 79 |
|
|
2023
Q4 | $301K | Buy |
2,783
+324
| +13% | +$35.1K | 0.2% | 73 |
|
|
2023
Q3 | $232K | Sell |
2,459
-239
| -9% | -$22.5K | 0.18% | 82 |
|
|
2023
Q2 | $269K | Sell |
2,698
-10
| -0.4% | -$997 | 0.23% | 75 |
|
|
2023
Q1 | $262K | Buy |
2,708
+3
| +0.1% | +$290 | 0.29% | 59 |
|
|
2022
Q4 | $256K | Buy |
2,705
+23
| +0.9% | +$2.18K | 0.32% | 60 |
|
|
2022
Q3 | $234K | Sell |
2,682
-459
| -15% | -$40K | 0.32% | 61 |
|
|
2022
Q2 | $290K | Buy |
3,141
+236
| +8% | +$21.8K | 0.34% | 58 |
|
|
2022
Q1 | $313K | Buy |
2,905
+131
| +5% | +$14.1K | 0.29% | 59 |
|
|
2021
Q4 | $318K | Buy |
+2,774
| New | +$318K | 0.28% | 71 |
|