Addison 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 | $125K | Hold |
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|
2025
Q2 | $115K | Hold |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $122K | Sell |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $172K | Hold |
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|
2023
Q4 | $168K | Hold |
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|
2023
Q3 | $147K | Hold |
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|
2023
Q2 | $155K | Hold |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $147K | Buy |
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|
2022
Q3 | $135K | Hold |
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|
2022
Q2 | $143K | Sell |
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|
2022
Q1 | $192K | Buy |
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|
2021
Q4 | $177K | Hold |
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|
2021
Q3 | $169K | Hold |
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|
2021
Q2 | $175K | Buy |
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|
2020
Q4 | $142K | Buy |
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