Sound Financial Strategies Group’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 | $1.01M | Buy |
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|
2025
Q2 | $811K | Sell |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $452K | Sell |
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|
2024
Q2 | $415K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $677 | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $325K | Buy |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $256K | Sell |
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|
2019
Q4 | $401K | Buy |
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