Strategic Financial Planning’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 | $570K | Hold |
5,220
| – | – | 0.36% | 30 |
|
|
2025
Q1 | $546K | Hold |
5,220
| – | – | 0.38% | 28 |
|
|
2024
Q4 | $601K | Sell |
5,220
-79
| -1% | -$9.1K | 0.41% | 28 |
|
|
2024
Q3 | $620K | Hold |
5,299
| – | – | 0.41% | 28 |
|
|
2024
Q2 | $565K | Hold |
5,299
| – | – | 0.41% | 27 |
|
|
2024
Q1 | $586K | Hold |
5,299
| – | – | 0.44% | 27 |
|
|
2023
Q4 | $574K | Sell |
5,299
-110
| -2% | -$11.9K | 0.45% | 26 |
|
|
2023
Q3 | $510K | Hold |
5,409
| – | – | 0.47% | 25 |
|
|
2023
Q2 | $539K | Hold |
5,409
| – | – | 0.48% | 25 |
|
|
2023
Q1 | $523K | Hold |
5,409
| – | – | 0.48% | 25 |
|
|
2022
Q4 | $512K | Sell |
5,409
-80
| -1% | -$7.57K | 0.5% | 25 |
|
|
2022
Q3 | $479K | Hold |
5,489
| – | – | 0.5% | 26 |
|
|
2022
Q2 | $507K | Hold |
5,489
| – | – | 0.49% | 26 |
|
|
2022
Q1 | $592K | Hold |
5,489
| – | – | 0.49% | 26 |
|
|
2021
Q4 | $629K | Sell |
5,489
-89
| -2% | -$10.2K | 0.45% | 25 |
|
|
2021
Q3 | $609K | Hold |
5,578
| – | – | 0.45% | 25 |
|
|
2021
Q2 | $630K | Hold |
5,578
| – | – | 0.45% | 24 |
|
|
2021
Q1 | $605K | Sell |
5,578
-1
| -0% | -$108 | 0.45% | 24 |
|
|
2020
Q4 | $513K | Sell |
5,579
-139
| -2% | -$12.8K | 0.45% | 25 |
|
|
2020
Q3 | $402K | Hold |
5,718
| – | – | 0.42% | 25 |
|
|
2020
Q2 | $390K | Hold |
5,718
| – | – | 0.43% | 25 |
|
|
2020
Q1 | $321K | Sell |
5,718
-26
| -0.5% | -$1.46K | 0.43% | 25 |
|
|
2019
Q4 | $482K | Buy |
+5,744
| New | +$482K | 0.47% | 23 |
|