Strategic Financial Planning’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
Q2 | $570K | Hold |
|
|||||
|
2025
Q1 | $546K | Hold |
|
|||||
|
2024
Q4 | $601K | Sell |
|
|||||
|
2024
Q3 | $620K | Hold |
|
|||||
|
2024
Q2 | $565K | Hold |
|
|||||
|
2024
Q1 | $586K | Hold |
|
|||||
|
2023
Q4 | $574K | Sell |
|
|||||
|
2023
Q3 | $510K | Hold |
|
|||||
|
2023
Q2 | $539K | Hold |
|
|||||
|
2023
Q1 | $523K | Hold |
|
|||||
|
2022
Q4 | $512K | Sell |
|
|||||
|
2022
Q3 | $479K | Hold |
|
|||||
|
2022
Q2 | $507K | Hold |
|
|||||
|
2022
Q1 | $592K | Hold |
|
|||||
|
2021
Q4 | $629K | Sell |
|
|||||
|
2021
Q3 | $609K | Hold |
|
|||||
|
2021
Q2 | $630K | Hold |
|
|||||
|
2021
Q1 | $605K | Sell |
|
|||||
|
2020
Q4 | $513K | Sell |
|
|||||
|
2020
Q3 | $402K | Hold |
|
|||||
|
2020
Q2 | $390K | Hold |
|
|||||
|
2020
Q1 | $321K | Sell |
|
|||||
|
2019
Q4 | $482K | Buy |
|