VFPW
Vantage Financial Partners (Wisconsin)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Sell |
47,117
-53,435
| -53% | -$5.84M | 1.19% | 19 |
|
|
2025
Q1 | $10.5M | Buy |
100,552
+15
| +0% | +$1.57K | 2.61% | 10 |
|
|
2024
Q4 | $11.6M | Sell |
100,537
-57,769
| -36% | -$6.66M | 2.9% | 9 |
|
|
2024
Q3 | $18.5M | Sell |
158,306
-45,492
| -22% | -$5.32M | 4.59% | 6 |
|
|
2024
Q2 | $21.7M | Buy |
203,798
+10,546
| +5% | +$1.12M | 5.64% | 4 |
|
|
2024
Q1 | $21.4M | Buy |
193,252
+1,563
| +0.8% | +$173K | 5.75% | 4 |
|
|
2023
Q4 | $20.8M | Buy |
191,689
+10,771
| +6% | +$1.17M | 6.09% | 4 |
|
|
2023
Q3 | $17.1M | Buy |
180,918
+63,449
| +54% | +$5.99M | 6.71% | 3 |
|
|
2023
Q2 | $11.7M | Buy |
117,469
+25,350
| +28% | +$2.53M | 4.38% | 5 |
|
|
2023
Q1 | $8.91M | Buy |
92,119
+66,608
| +261% | +$6.44M | 3.54% | 8 |
|
|
2022
Q4 | $2.41M | Sell |
25,511
-6,847
| -21% | -$648K | 1.44% | 13 |
|
|
2022
Q3 | $2.82M | Sell |
32,358
-1,582
| -5% | -$138K | 1.9% | 13 |
|
|
2022
Q2 | $3.14M | Sell |
33,940
-2,822
| -8% | -$261K | 1.85% | 8 |
|
|
2022
Q1 | $3.97M | Sell |
36,762
-79,413
| -68% | -$8.57M | 2.03% | 7 |
|
|
2021
Q4 | $13.3M | Buy |
+116,175
| New | +$13.3M | 5.21% | 9 |
|