SLFPAM
St. Louis Financial Planners Asset Management’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 | $2.1M | Buy |
+19,239
| New | +$2.1M | 1.6% | 27 |
|
|
2024
Q2 | – | Sell |
-100,731
| Closed | -$10.9M | – | 40 |
|
|
2024
Q1 | $10.9M | Sell |
100,731
-454
| -0.4% | -$49.1K | 9.8% | 2 |
|
|
2023
Q4 | $11M | Buy |
+101,185
| New | +$11M | 10.21% | 2 |
|
|
2023
Q3 | – | Sell |
-115,586
| Closed | -$11.5M | – | 27 |
|
|
2023
Q2 | $11.5M | Sell |
115,586
-2,191
| -2% | -$218K | 11.54% | 2 |
|
|
2023
Q1 | $11.4M | Buy |
+117,777
| New | +$11.4M | 12.95% | 1 |
|