SYM Financial Corp’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 | $124K | Buy |
1,133
+549
| +94% | +$60K | 0.01% | 326 |
|
|
2025
Q1 | $61.1K | Buy |
584
+53
| +10% | +$5.54K | 0.01% | 306 |
|
|
2024
Q4 | $61.2K | Buy |
531
+396
| +293% | +$45.6K | 0.01% | 274 |
|
|
2024
Q3 | $15.8K | Sell |
135
-92
| -41% | -$10.8K | ﹤0.01% | 248 |
|
|
2024
Q2 | $24.2K | Buy |
227
+7
| +3% | +$747 | ﹤0.01% | 226 |
|
|
2024
Q1 | $24.3K | Buy |
220
+114
| +108% | +$12.6K | ﹤0.01% | 145 |
|
|
2023
Q4 | $11.5K | Sell |
106
-99
| -48% | -$10.7K | ﹤0.01% | 165 |
|
|
2023
Q3 | $19.3K | Buy |
205
+99
| +93% | +$9.34K | ﹤0.01% | 151 |
|
|
2023
Q2 | $10.6K | Buy |
106
+78
| +279% | +$7.78K | ﹤0.01% | 100 |
|
|
2023
Q1 | $2.72K | Sell |
28
-648
| -96% | -$62.9K | ﹤0.01% | 102 |
|
|
2022
Q4 | $64K | Buy |
676
+195
| +41% | +$18.5K | 0.02% | 74 |
|
|
2022
Q3 | $42K | Sell |
481
-149
| -24% | -$13K | 0.02% | 77 |
|
|
2022
Q2 | $58K | Buy |
630
+149
| +31% | +$13.7K | 0.03% | 74 |
|
|
2022
Q1 | $52K | Sell |
481
-15
| -3% | -$1.62K | 0.02% | 77 |
|
|
2021
Q4 | $57K | Sell |
496
-90
| -15% | -$10.3K | 0.02% | 75 |
|
|
2021
Q3 | $64K | Buy |
586
+566
| +2,830% | +$61.8K | 0.04% | 76 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 84 |
|
|
2021
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 75 |
|
|
2020
Q3 | – | Sell |
-34
| Closed | -$2K | – | 86 |
|
|
2020
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 63 |
|
|
2020
Q1 | $2K | Sell |
34
-1,895
| -98% | -$111K | ﹤0.01% | 67 |
|
|
2019
Q4 | $162K | Buy |
1,929
+1,528
| +381% | +$128K | 0.11% | 46 |
|
|
2019
Q3 | $31K | Sell |
401
-38
| -9% | -$2.94K | 0.02% | 61 |
|
|
2019
Q2 | $34K | Buy |
439
+38
| +9% | +$2.94K | 0.02% | 62 |
|
|
2019
Q1 | $31K | Hold |
401
| – | – | 0.02% | 63 |
|
|
2018
Q4 | $28K | Hold |
401
| – | – | 0.01% | 68 |
|
|
2018
Q3 | $35K | Hold |
401
| – | – | 0.02% | 71 |
|
|
2018
Q2 | $33K | Hold |
401
| – | – | 0.02% | 57 |
|
|
2018
Q1 | $31K | Buy |
401
+389
| +3,242% | +$30.1K | 0.02% | 49 |
|
|
2017
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 74 |
|