Tempus Wealth 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 | $242K | Sell |
2,215
-85
| -4% | -$9.29K | 0.06% | 235 |
|
|
2025
Q1 | $241K | Sell |
2,300
-295
| -11% | -$30.9K | 0.07% | 225 |
|
|
2024
Q4 | $299K | Buy |
+2,595
| New | +$299K | 0.09% | 192 |
|
|
2024
Q3 | – | Sell |
-5,710
| Closed | -$609K | – | 224 |
|
|
2024
Q2 | $609K | Sell |
5,710
-928
| -14% | -$99K | 0.25% | 98 |
|
|
2024
Q1 | $734K | Buy |
6,638
+3,982
| +150% | +$440K | 0.32% | 87 |
|
|
2023
Q4 | $288K | Buy |
2,656
+489
| +23% | +$52.9K | 0.13% | 154 |
|
|
2023
Q3 | $204K | Sell |
2,167
-369
| -15% | -$34.8K | 0.1% | 159 |
|
|
2023
Q2 | $253K | Sell |
2,536
-124
| -5% | -$12.4K | 0.11% | 154 |
|
|
2023
Q1 | $257K | Buy |
2,660
+288
| +12% | +$27.9K | 0.13% | 141 |
|
|
2022
Q4 | $224K | Sell |
2,372
-258
| -10% | -$24.4K | 0.14% | 164 |
|
|
2022
Q3 | $229K | Buy |
+2,630
| New | +$229K | 0.15% | 153 |
|