Acorn Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $820K | Buy |
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|
2025
Q2 | $633K | Sell |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $962K | Buy |
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|
2024
Q3 | $508K | Sell |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $437K | Sell |
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|
2023
Q4 | $434K | Buy |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $309K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Sell |
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|
2019
Q3 | $236K | Sell |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $255K | Sell |
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|
2018
Q4 | $252K | Sell |
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|
2018
Q3 | $288K | Sell |
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|
2018
Q2 | $326K | Hold |
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|
2018
Q1 | $304K | Sell |
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|
2017
Q4 | $323K | Buy |
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