Total 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 | $686K | Sell |
6,274
-144
| -2% | -$15.7K | 0.09% | 66 |
|
|
2025
Q1 | $671K | Sell |
6,418
-38
| -0.6% | -$3.97K | 0.1% | 56 |
|
|
2024
Q4 | $744K | Buy |
6,456
+15
| +0.2% | +$1.73K | 0.12% | 56 |
|
|
2024
Q3 | $753K | Sell |
6,441
-22
| -0.3% | -$2.57K | 0.12% | 54 |
|
|
2024
Q2 | $755K | Sell |
6,463
-284
| -4% | -$33.2K | 0.12% | 54 |
|
|
2024
Q1 | $746K | Buy |
6,747
+94
| +1% | +$10.4K | 0.13% | 54 |
|
|
2023
Q4 | $720K | Buy |
6,653
+72
| +1% | +$7.79K | 0.13% | 56 |
|
|
2023
Q3 | $621K | Sell |
6,581
-40
| -0.6% | -$3.77K | 0.13% | 58 |
|
|
2023
Q2 | $660K | Sell |
6,621
-21
| -0.3% | -$2.09K | 0.14% | 55 |
|
|
2023
Q1 | $642K | Sell |
6,642
-282
| -4% | -$27.3K | 0.14% | 57 |
|
|
2022
Q4 | $655K | Sell |
6,924
-437
| -6% | -$41.4K | 0.16% | 55 |
|
|
2022
Q3 | $642K | Sell |
7,361
-9,493
| -56% | -$828K | 0.18% | 50 |
|
|
2022
Q2 | $1.56M | Sell |
16,854
-8,703
| -34% | -$805K | 0.45% | 35 |
|
|
2022
Q1 | $2.76M | Buy |
+25,557
| New | +$2.76M | 0.74% | 28 |
|