Snider Financial Group’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 | – | Sell |
-21,928
| Closed | -$2.53M | – | 113 |
|
|
2024
Q4 | $2.53M | Sell |
21,928
-29,727
| -58% | -$3.43M | 0.78% | 39 |
|
|
2024
Q3 | $6.04M | Buy |
51,655
+13,742
| +36% | +$1.61M | 2.21% | 16 |
|
|
2024
Q2 | $4.04M | Buy |
37,913
+41
| +0.1% | +$4.37K | 1.56% | 19 |
|
|
2024
Q1 | $4.19M | Buy |
37,872
+595
| +2% | +$65.8K | 1.74% | 17 |
|
|
2023
Q4 | $4.04M | Buy |
37,277
+1,166
| +3% | +$126K | 1.86% | 19 |
|
|
2023
Q3 | $3.41M | Buy |
36,111
+510
| +1% | +$48.1K | 1.65% | 19 |
|
|
2023
Q2 | $3.55M | Buy |
35,601
+1,843
| +5% | +$184K | 1.7% | 22 |
|
|
2023
Q1 | $3.26M | Sell |
33,758
-515
| -2% | -$49.8K | 1.74% | 21 |
|
|
2022
Q4 | $3.24M | Sell |
34,273
-738
| -2% | -$69.8K | 1.79% | 17 |
|
|
2022
Q3 | $3.25M | Sell |
35,011
-19,432
| -36% | -$1.8M | 1.76% | 19 |
|
|
2022
Q2 | $5.03M | Buy |
54,443
+2,133
| +4% | +$197K | 2.74% | 11 |
|
|
2022
Q1 | $5.64M | Sell |
52,310
-3
| -0% | -$324 | 2.57% | 14 |
|
|
2021
Q4 | $6.06M | Buy |
52,313
+586
| +1% | +$67.8K | 2.57% | 14 |
|
|
2021
Q3 | $5.85M | Buy |
51,727
+3,362
| +7% | +$380K | 2.55% | 14 |
|
|
2021
Q2 | $5.16M | Buy |
+48,365
| New | +$5.16M | 2.43% | 15 |
|