SFG
SNS Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
2,775
| – | – | 0.03% | 159 |
|
|
2025
Q1 | $290K | Buy |
2,775
+65
| +2% | +$6.8K | 0.03% | 153 |
|
|
2024
Q4 | $312K | Sell |
2,710
-235
| -8% | -$27.1K | 0.03% | 144 |
|
|
2024
Q3 | $344K | Sell |
2,945
-190
| -6% | -$22.2K | 0.03% | 142 |
|
|
2024
Q2 | $334K | Buy |
3,135
+12
| +0.4% | +$1.28K | 0.04% | 137 |
|
|
2024
Q1 | $345K | Buy |
3,123
+112
| +4% | +$12.4K | 0.04% | 136 |
|
|
2023
Q4 | $326K | Hold |
3,011
| – | – | 0.04% | 137 |
|
|
2023
Q3 | $285K | Sell |
3,011
-448
| -13% | -$42.5K | 0.04% | 143 |
|
|
2023
Q2 | $345K | Sell |
3,459
-8
| -0.2% | -$797 | 0.04% | 133 |
|
|
2023
Q1 | $335K | Sell |
3,467
-459
| -12% | -$44.4K | 0.04% | 139 |
|
|
2022
Q4 | $372K | Buy |
3,926
+28
| +0.7% | +$2.65K | 0.05% | 134 |
|
|
2022
Q3 | $340K | Sell |
3,898
-67
| -2% | -$5.84K | 0.05% | 134 |
|
|
2022
Q2 | $366K | Sell |
3,965
-150
| -4% | -$13.8K | 0.05% | 128 |
|
|
2022
Q1 | $444K | Sell |
4,115
-232
| -5% | -$25K | 0.05% | 128 |
|
|
2021
Q4 | $498K | Sell |
4,347
-50
| -1% | -$5.73K | 0.05% | 128 |
|
|
2021
Q3 | $480K | Sell |
4,397
-791
| -15% | -$86.4K | 0.06% | 124 |
|
|
2021
Q2 | $586K | Sell |
5,188
-207
| -4% | -$23.4K | 0.07% | 110 |
|
|
2021
Q1 | $586K | Buy |
5,395
+50
| +0.9% | +$5.43K | 0.08% | 105 |
|
|
2020
Q4 | $491K | Buy |
5,345
+2
| +0% | +$184 | 0.07% | 116 |
|
|
2020
Q3 | $375K | Sell |
5,343
-283
| -5% | -$19.9K | 0.06% | 124 |
|
|
2020
Q2 | $384K | Sell |
5,626
-21
| -0.4% | -$1.43K | 0.07% | 117 |
|
|
2020
Q1 | $317K | Buy |
5,647
+653
| +13% | +$36.7K | 0.06% | 115 |
|
|
2019
Q4 | $419K | Sell |
4,994
-303
| -6% | -$25.4K | 0.07% | 124 |
|
|
2019
Q3 | $412K | Sell |
5,297
-308
| -5% | -$24K | 0.08% | 117 |
|
|
2019
Q2 | $439K | Buy |
5,605
+147
| +3% | +$11.5K | 0.08% | 119 |
|
|
2019
Q1 | $421K | Buy |
5,458
+585
| +12% | +$45.1K | 0.09% | 119 |
|
|
2018
Q4 | $338K | Buy |
4,873
+1,114
| +30% | +$77.3K | 0.08% | 124 |
|
|
2018
Q3 | $328K | Buy |
3,759
+90
| +2% | +$7.85K | 0.08% | 124 |
|
|
2018
Q2 | $306K | Sell |
3,669
-892
| -20% | -$74.4K | 0.08% | 127 |
|
|
2018
Q1 | $351K | Sell |
4,561
-1,188
| -21% | -$91.4K | 0.1% | 112 |
|
|
2017
Q4 | $442K | Buy |
5,749
+1,803
| +46% | +$139K | 0.11% | 112 |
|
|
2017
Q3 | $293K | Sell |
3,946
-43
| -1% | -$3.19K | 0.08% | 133 |
|
|
2017
Q2 | $280K | Hold |
3,989
| – | – | 0.07% | 136 |
|
|
2017
Q1 | $276K | Buy |
+3,989
| New | +$276K | 0.07% | 139 |
|