1IA
1834 Investment Advisors’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 | $1.23M | Buy |
11,240
+29
| +0.3% | +$3.17K | 0.16% | 103 |
|
|
2025
Q1 | $1.17M | Sell |
11,211
-322
| -3% | -$33.7K | 0.15% | 97 |
|
|
2024
Q4 | $1.33M | Buy |
11,533
+195
| +2% | +$22.5K | 0.17% | 99 |
|
|
2024
Q3 | $1.33M | Buy |
11,338
+138
| +1% | +$16.1K | 0.15% | 103 |
|
|
2024
Q2 | $1.19M | Sell |
11,200
-1,264
| -10% | -$135K | 0.14% | 106 |
|
|
2024
Q1 | $1.38M | Sell |
12,464
-69
| -0.6% | -$7.63K | 0.16% | 97 |
|
|
2023
Q4 | $1.36M | Sell |
12,533
-8,086
| -39% | -$875K | 0.16% | 101 |
|
|
2023
Q3 | $1.95M | Buy |
20,619
+46
| +0.2% | +$4.34K | 0.24% | 88 |
|
|
2023
Q2 | $2.05M | Sell |
20,573
-11,371
| -36% | -$1.13M | 0.24% | 83 |
|
|
2023
Q1 | $3.09M | Buy |
31,944
+21,391
| +203% | +$2.07M | 0.37% | 66 |
|
|
2022
Q4 | $999K | Buy |
10,553
+15
| +0.1% | +$1.42K | 0.14% | 99 |
|
|
2022
Q3 | $919K | Sell |
10,538
-312
| -3% | -$27.2K | 0.14% | 97 |
|
|
2022
Q2 | $1M | Buy |
10,850
+610
| +6% | +$56.4K | 0.14% | 98 |
|
|
2022
Q1 | $1.11M | Sell |
10,240
-60
| -0.6% | -$6.48K | 0.14% | 103 |
|
|
2021
Q4 | $1.18M | Sell |
10,300
-45
| -0.4% | -$5.15K | 0.13% | 99 |
|
|
2021
Q3 | $1.13M | Buy |
10,345
+76
| +0.7% | +$8.3K | 0.14% | 102 |
|
|
2021
Q2 | $1.16M | Sell |
10,269
-51
| -0.5% | -$5.76K | 0.14% | 100 |
|
|
2021
Q1 | $1.12M | Sell |
10,320
-3,357
| -25% | -$364K | 0.14% | 91 |
|
|
2020
Q4 | $1.26M | Sell |
13,677
-53
| -0.4% | -$4.87K | 0.17% | 85 |
|
|
2020
Q3 | $964K | Sell |
13,730
-186
| -1% | -$13.1K | 0.14% | 87 |
|
|
2020
Q2 | $950K | Buy |
13,916
+832
| +6% | +$56.8K | 0.15% | 87 |
|
|
2020
Q1 | $734K | Buy |
13,084
+26
| +0.2% | +$1.46K | 0.14% | 93 |
|
|
2019
Q4 | $1.1M | Sell |
13,058
-40
| -0.3% | -$3.35K | 0.17% | 89 |
|
|
2019
Q3 | $1.02M | Sell |
13,098
-2,165
| -14% | -$169K | 0.15% | 97 |
|
|
2019
Q2 | $1.2M | Buy |
15,263
+148
| +1% | +$11.6K | 0.18% | 86 |
|
|
2019
Q1 | $1.17M | Buy |
15,115
+87
| +0.6% | +$6.71K | 0.18% | 87 |
|
|
2018
Q4 | $1.04M | Buy |
15,028
+17
| +0.1% | +$1.18K | 0.17% | 91 |
|
|
2018
Q3 | $1.31M | Sell |
15,011
-495
| -3% | -$43.2K | 0.19% | 84 |
|
|
2018
Q2 | $1.29M | Sell |
15,506
-304
| -2% | -$25.4K | 0.2% | 82 |
|
|
2018
Q1 | $1.22M | Sell |
15,810
-490
| -3% | -$37.8K | 0.21% | 85 |
|
|
2017
Q4 | $1.25M | Buy |
16,300
+1,364
| +9% | +$105K | 0.2% | 94 |
|
|
2017
Q3 | $1.11M | Sell |
14,936
-104
| -0.7% | -$7.72K | 0.21% | 88 |
|
|
2017
Q2 | $1.05M | Buy |
15,040
+34
| +0.2% | +$2.38K | 0.2% | 91 |
|
|
2017
Q1 | $1.04M | Buy |
15,006
+7,411
| +98% | +$513K | 0.2% | 91 |
|
|
2016
Q4 | $1.04M | Buy |
7,595
+1,756
| +30% | +$241K | 0.21% | 89 |
|
|
2016
Q3 | $725K | Sell |
5,839
-31
| -0.5% | -$3.85K | 0.16% | 98 |
|
|
2016
Q2 | $682K | Buy |
5,870
+1,070
| +22% | +$124K | 0.15% | 111 |
|
|
2016
Q1 | $540K | Buy |
4,800
+16
| +0.3% | +$1.8K | 0.12% | 116 |
|
|
2015
Q4 | $527K | Buy |
4,784
+220
| +5% | +$24.2K | 0.12% | 122 |
|
|
2015
Q3 | $486K | Sell |
4,564
-165
| -3% | -$17.6K | 0.12% | 130 |
|
|
2015
Q2 | $557K | Buy |
4,729
+39
| +0.8% | +$4.59K | 0.15% | 108 |
|
|
2015
Q1 | $554K | Buy |
4,690
+39
| +0.8% | +$4.61K | 0.15% | 110 |
|
|
2014
Q4 | $530K | Buy |
4,651
+97
| +2% | +$11.1K | 0.15% | 105 |
|
|
2014
Q3 | $475K | Sell |
4,554
-8
| -0.2% | -$834 | 0.13% | 108 |
|
|
2014
Q2 | $511K | Buy |
4,562
+745
| +20% | +$83.4K | 0.14% | 110 |
|
|
2014
Q1 | $420K | Sell |
3,817
-8
| -0.2% | -$880 | 0.12% | 108 |
|
|
2013
Q4 | $417K | Sell |
3,825
-242
| -6% | -$26.4K | 0.12% | 112 |
|
|
2013
Q3 | $406K | Sell |
4,067
-104
| -2% | -$10.4K | 0.13% | 106 |
|
|
2013
Q2 | $377K | Buy |
+4,171
| New | +$377K | 0.13% | 108 |
|