Souders Financial Advisors’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 | $267K | Sell |
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|
2025
Q2 | $457K | Sell |
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|
2025
Q1 | $690K | Sell |
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|
2024
Q4 | $4.38M | Sell |
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|
2024
Q3 | $4.7M | Sell |
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|
2024
Q2 | $8.62M | Buy |
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|
2024
Q1 | $8.62M | Buy |
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|
2023
Q4 | $8.11M | Buy |
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|
2023
Q3 | $6.79M | Buy |
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|
2023
Q2 | $6.92M | Buy |
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|
2023
Q1 | $3.36M | Buy |
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $1.96M | Buy |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.87M | Buy |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $1.81M | Buy |
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|
2020
Q4 | $1.5M | Buy |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | $799K | Buy |
|