Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.74M | Buy |
14,840
+138
| +0.9% | +$16.1K | 0.38% | 59 |
|
|
2024
Q2 | $1.57M | Hold |
14,702
| – | – | 0.36% | 60 |
|
|
2024
Q1 | $1.62M | Sell |
14,702
-135
| -0.9% | -$14.9K | 0.38% | 59 |
|
|
2023
Q4 | $1.61M | Buy |
14,837
+195
| +1% | +$21.1K | 0.38% | 56 |
|
|
2023
Q3 | $1.38M | Sell |
14,642
-400
| -3% | -$37.7K | 0.37% | 60 |
|
|
2023
Q2 | $1.5M | Sell |
15,042
-12,513
| -45% | -$1.25M | 0.39% | 57 |
|
|
2023
Q1 | $2.66M | Buy |
27,555
+4,403
| +19% | +$426K | 0.74% | 20 |
|
|
2022
Q4 | $2.19M | Buy |
23,152
+8,110
| +54% | +$768K | 0.64% | 26 |
|
|
2022
Q3 | $1.31M | Buy |
15,042
+5,275
| +54% | +$460K | 0.42% | 32 |
|
|
2022
Q2 | $903K | Hold |
9,767
| – | – | 0.28% | 52 |
|
|
2022
Q1 | $1.05M | Buy |
9,767
+113
| +1% | +$12.2K | 0.28% | 43 |
|
|
2021
Q4 | $1.11M | Buy |
+9,654
| New | +$1.11M | 0.46% | 31 |
|