Aberdeen Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $295K | Hold |
2,376
| – | – | 0.13% | 124 |
|
|
2025
Q4 | $286K | Buy |
2,376
+46
| +2% | +$5.5K | 0.13% | 128 |
|
|
2025
Q3 | $277K | Hold |
2,330
| – | – | 0.17% | 120 |
|
|
2025
Q2 | $255K | Hold |
2,330
| – | – | 0.17% | 126 |
|
|
2025
Q1 | $244K | Hold |
2,330
| – | – | 0.17% | 126 |
|
|
2024
Q4 | $268K | Hold |
2,330
| – | – | 0.18% | 122 |
|
|
2024
Q3 | $273K | Hold |
2,330
| – | – | 0.18% | 129 |
|
|
2024
Q2 | $249K | Hold |
2,330
| – | – | 0.17% | 135 |
|
|
2024
Q1 | $258K | Hold |
2,330
| – | – | 0.15% | 132 |
|
|
2023
Q4 | $252K | Hold |
2,330
| – | – | 0.18% | 128 |
|
|
2023
Q3 | $220K | Hold |
2,330
| – | – | 0.17% | 135 |
|
|
2023
Q2 | $232K | Hold |
2,330
| – | – | 0.17% | 130 |
|
|
2023
Q1 | $225K | Hold |
2,330
| – | – | 0.17% | 135 |
|
|
2022
Q4 | $221K | Hold |
2,330
| – | – | 0.17% | 139 |
|
|
2022
Q3 | $203K | Hold |
2,330
| – | – | 0.18% | 134 |
|
|
2022
Q2 | $215K | Hold |
2,330
| – | – | 0.17% | 137 |
|
|
2022
Q1 | $251K | Hold |
2,330
| – | – | 0.17% | 133 |
|
|
2021
Q4 | $267K | Buy |
+2,330
| New | +$266K | 0.17% | 123 |
|
|
2021
Q2 | – | Sell |
-2,330
| Closed | -$253K | – | 136 |
|
|
2021
Q1 | $253K | Sell |
2,330
-34
| -1% | -$3.56K | 0.2% | 124 |
|
|
2020
Q4 | $217K | Hold |
2,364
| – | – | 0.16% | 130 |
|
|
2020
Q3 | $166K | Buy |
+2,364
| New | +$169K | 0.16% | 121 |
|
|
2020
Q2 | – | Sell |
-2,364
| Closed | -$133K | – | 133 |
|
|
2020
Q1 | $133K | Hold |
2,364
| – | – | 0.16% | 114 |
|
|
2019
Q4 | $198K | Buy |
+2,364
| New | +$190K | 0.15% | 134 |
|
Other funds holding IJR
