Souders Financial Advisors’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 | $457K | Sell |
4,180
-2,417
| -37% | -$264K | 0.06% | 138 |
|
|
2025
Q1 | $690K | Sell |
6,597
-31,402
| -83% | -$3.28M | 0.1% | 115 |
|
|
2024
Q4 | $4.38M | Sell |
37,999
-2,165
| -5% | -$249K | 0.61% | 39 |
|
|
2024
Q3 | $4.7M | Sell |
40,164
-40,694
| -50% | -$4.76M | 0.65% | 42 |
|
|
2024
Q2 | $8.62M | Buy |
80,858
+2,887
| +4% | +$308K | 1.3% | 21 |
|
|
2024
Q1 | $8.62M | Buy |
77,971
+3,080
| +4% | +$340K | 1.36% | 20 |
|
|
2023
Q4 | $8.11M | Buy |
74,891
+2,941
| +4% | +$318K | 1.39% | 19 |
|
|
2023
Q3 | $6.79M | Buy |
71,950
+2,497
| +4% | +$236K | 1.3% | 21 |
|
|
2023
Q2 | $6.92M | Buy |
69,453
+34,734
| +100% | +$3.46M | 1.32% | 20 |
|
|
2023
Q1 | $3.36M | Buy |
34,719
+10,339
| +42% | +$1,000K | 0.71% | 40 |
|
|
2022
Q4 | $2.31M | Buy |
24,380
+1,570
| +7% | +$149K | 0.53% | 61 |
|
|
2022
Q3 | $1.99M | Buy |
22,810
+1,599
| +8% | +$139K | 0.54% | 61 |
|
|
2022
Q2 | $1.96M | Buy |
21,211
+1,984
| +10% | +$183K | 0.56% | 55 |
|
|
2022
Q1 | $2.07M | Buy |
19,227
+831
| +5% | +$89.6K | 0.6% | 51 |
|
|
2021
Q4 | $2.11M | Buy |
18,396
+1,256
| +7% | +$144K | 0.6% | 53 |
|
|
2021
Q3 | $1.87M | Buy |
17,140
+1,001
| +6% | +$109K | 0.6% | 52 |
|
|
2021
Q2 | $1.82M | Sell |
16,139
-583
| -3% | -$65.9K | 0.61% | 51 |
|
|
2021
Q1 | $1.82M | Buy |
16,722
+399
| +2% | +$43.3K | 0.71% | 45 |
|
|
2020
Q4 | $1.5M | Buy |
16,323
+208
| +1% | +$19.1K | 0.65% | 45 |
|
|
2020
Q3 | $1.32M | Sell |
16,115
-313
| -2% | -$25.6K | 0.62% | 47 |
|
|
2020
Q2 | $1.12M | Buy |
16,428
+2,189
| +15% | +$150K | 0.64% | 47 |
|
|
2020
Q1 | $799K | Buy |
+14,239
| New | +$799K | 0.71% | 38 |
|