SFM LLC’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 | $666K | Buy |
6,090
+841
| +16% | +$91.9K | 0.43% | 41 |
|
|
2025
Q1 | $549K | Sell |
5,249
-860
| -14% | -$89.9K | 0.4% | 45 |
|
|
2024
Q4 | $704K | Sell |
6,109
-254
| -4% | -$29.3K | 0.5% | 40 |
|
|
2024
Q3 | $744K | Sell |
6,363
-749
| -11% | -$87.6K | 0.56% | 36 |
|
|
2024
Q2 | $759K | Sell |
7,112
-186
| -3% | -$19.8K | 0.57% | 35 |
|
|
2024
Q1 | $807K | Sell |
7,298
-1,359
| -16% | -$150K | 0.62% | 34 |
|
|
2023
Q4 | $937K | Buy |
+8,657
| New | +$937K | 0.77% | 32 |
|