Syverson Strege & Co’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
Q1 | – | Sell |
-1,878
| Closed | -$216K | – | 82 |
|
|
2024
Q4 | $216K | Buy |
1,878
+117
| +7% | +$13.5K | 0.07% | 73 |
|
|
2024
Q3 | $206K | Buy |
+1,761
| New | +$206K | 0.07% | 67 |
|
|
2023
Q2 | – | Sell |
-2,916
| Closed | -$282K | – | 324 |
|
|
2023
Q1 | $282K | Hold |
2,916
| – | – | 0.12% | 50 |
|
|
2022
Q4 | $276K | Hold |
2,916
| – | – | 0.13% | 51 |
|
|
2022
Q3 | $254K | Hold |
2,916
| – | – | 0.13% | 58 |
|
|
2022
Q2 | $269K | Hold |
2,916
| – | – | 0.1% | 59 |
|
|
2022
Q1 | $315K | Hold |
2,916
| – | – | 0.34% | 47 |
|
|
2021
Q4 | $334K | Hold |
2,916
| – | – | 0.25% | 50 |
|
|
2021
Q3 | $318K | Hold |
2,916
| – | – | 0.25% | 47 |
|
|
2021
Q2 | $329K | Hold |
2,916
| – | – | 0.29% | 46 |
|
|
2021
Q1 | $316K | Hold |
2,916
| – | – | 0.33% | 42 |
|
|
2020
Q4 | $268K | Buy |
+2,916
| New | +$268K | 0.26% | 49 |
|