Shepherd Financial Partners’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 | $475K | Sell |
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|
2025
Q2 | $650K | Sell |
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|
2025
Q1 | $825K | Buy |
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|
2024
Q4 | $689K | Buy |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $654K | Buy |
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|
2024
Q1 | $676K | Buy |
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|
2023
Q4 | $652K | Hold |
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|
2023
Q3 | $568K | Buy |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $568K | Hold |
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|
2022
Q4 | $556K | Buy |
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|
2022
Q3 | $510K | Buy |
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|
2022
Q2 | $524K | Hold |
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|
2022
Q1 | $611K | Buy |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $378K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $287K | Sell |
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|
2018
Q3 | $357K | Hold |
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|
2018
Q2 | $360K | Buy |
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|
2018
Q1 | $321K | Buy |
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