Sound Financial Strategies 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
Q2 | $811K | Sell |
7,422
-51
| -0.7% | -$5.57K | 0.69% | 37 |
|
|
2025
Q1 | $781K | Buy |
7,473
+4,011
| +116% | +$419K | 0.7% | 34 |
|
|
2024
Q4 | $399K | Sell |
3,462
-400
| -10% | -$46.1K | 0.33% | 75 |
|
|
2024
Q3 | $452K | Sell |
3,862
-32
| -0.8% | -$3.74K | 0.36% | 74 |
|
|
2024
Q2 | $415K | Buy |
+3,894
| New | +$415K | 0.36% | 73 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$677 | – | 75 |
|
|
2023
Q1 | $677 | Buy |
+7
| New | +$677 | ﹤0.01% | 56 |
|
|
2021
Q2 | – | Sell |
-45
| Closed | -$5K | – | 102 |
|
|
2021
Q1 | $5K | Sell |
45
-4
| -8% | -$444 | ﹤0.01% | 85 |
|
|
2020
Q4 | $5K | Sell |
49
-4,580
| -99% | -$467K | ﹤0.01% | 79 |
|
|
2020
Q3 | $325K | Buy |
4,629
+2
| +0% | +$140 | 0.21% | 58 |
|
|
2020
Q2 | $316K | Buy |
4,627
+61
| +1% | +$4.17K | 0.2% | 58 |
|
|
2020
Q1 | $256K | Sell |
4,566
-213
| -4% | -$11.9K | 0.17% | 58 |
|
|
2019
Q4 | $401K | Buy |
+4,779
| New | +$401K | 0.25% | 58 |
|