Acorn Financial Advisory Services’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 | $350K | Sell |
2,813
-56
| -2% | -$7.11K | 0.05% | 152 |
|
|
2025
Q4 | $345K | Sell |
2,869
-172
| -6% | -$20.6K | 0.05% | 148 |
|
|
2025
Q3 | $361K | Buy |
3,041
+184
| +6% | +$21.2K | 0.06% | 139 |
|
|
2025
Q2 | $312K | Hold |
2,857
| – | – | 0.05% | 151 |
|
|
2025
Q1 | $299K | Sell |
2,857
-24
| -0.8% | -$2.71K | 0.05% | 147 |
|
|
2024
Q4 | $332K | Buy |
2,881
+1
| +0% | +$119 | 0.05% | 154 |
|
|
2024
Q3 | $337K | Sell |
2,880
-5
| -0.2% | -$565 | 0.06% | 150 |
|
|
2024
Q2 | $308K | Sell |
2,885
-81
| -3% | -$8.67K | 0.06% | 152 |
|
|
2024
Q1 | $328K | Buy |
2,966
+100
| +3% | +$10.6K | 0.06% | 148 |
|
|
2023
Q4 | $305K | Sell |
2,866
-72
| -2% | -$6.94K | 0.05% | 195 |
|
|
2023
Q3 | $275K | Buy |
2,938
+41
| +1% | +$4.1K | 0.05% | 201 |
|
|
2023
Q2 | $289K | Buy |
2,897
+55
| +2% | +$5.24K | 0.05% | 198 |
|
|
2023
Q1 | $275K | Sell |
2,842
-294
| -9% | -$29.4K | 0.05% | 182 |
|
|
2022
Q4 | $297K | Sell |
3,136
-132
| -4% | -$12.7K | 0.06% | 170 |
|
|
2022
Q3 | $285K | Buy |
3,268
+350
| +12% | +$34K | 0.07% | 174 |
|
|
2022
Q2 | $269K | Sell |
2,918
-514
| -15% | -$51.1K | 0.06% | 169 |
|
|
2022
Q1 | $370K | Sell |
3,432
-66
| -2% | -$7.12K | 0.07% | 164 |
|
|
2021
Q4 | $401K | Sell |
3,498
-36
| -1% | -$4.1K | 0.08% | 157 |
|
|
2021
Q3 | $385K | Sell |
3,534
-317
| -8% | -$34.9K | 0.12% | 151 |
|
|
2021
Q2 | $436K | Sell |
3,851
-26
| -0.7% | -$2.9K | 0.13% | 158 |
|
|
2021
Q1 | $421K | Buy |
3,877
+328
| +9% | +$34.3K | 0.15% | 138 |
|
|
2020
Q4 | $326K | Sell |
3,549
-737
| -17% | -$60.5K | 0.13% | 173 |
|
|
2020
Q3 | $301K | Buy |
4,286
+25
| +0.6% | +$1.79K | 0.16% | 159 |
|
|
2020
Q2 | $290K | Buy |
+4,261
| New | +$269K | 0.2% | 148 |
|
|
2020
Q1 | – | Sell |
-3,434
| Closed | -$289K | – | 167 |
|
|
2019
Q4 | $289K | Buy |
+3,434
| New | +$276K | 0.24% | 133 |
|
Other funds holding IJR
