SFC
Sprinkle Financial Consultants’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 | $10.5M | Sell |
96,283
-9,426
| -9% | -$1.03M | 6.43% | 3 |
|
|
2025
Q1 | $11.1M | Buy |
105,709
+9,527
| +10% | +$996K | 7.01% | 3 |
|
|
2024
Q4 | $11.1M | Buy |
96,182
+3,567
| +4% | +$411K | 7.55% | 2 |
|
|
2024
Q3 | $10.8M | Buy |
92,615
+962
| +1% | +$113K | 7.74% | 2 |
|
|
2024
Q2 | $9.78M | Buy |
91,653
+4,297
| +5% | +$458K | 7.7% | 2 |
|
|
2024
Q1 | $9.65M | Buy |
87,356
+233
| +0.3% | +$25.8K | 8.24% | 3 |
|
|
2023
Q4 | $9.43M | Buy |
+87,123
| New | +$9.43M | 9.6% | 2 |
|