ADE LLC’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
Q2
$880K Sell
2025
Q1
$979K Buy
2024
Q4
$1.07M Buy
2024
Q3
$1.06M Sell
2024
Q2
$970K Buy
2024
Q1
$1M Sell
2023
Q4
$996K Sell
2023
Q3
$898K Sell
2023
Q2
$965K Sell
2023
Q1
$1.43M Sell
2022
Q4
$1.67M Buy
2022
Q3
$993K Buy
2022
Q2
$953K Buy
2022
Q1
$1.08M Buy
2021
Q4
$1.09M Sell
2021
Q3
$1.05M Buy
2021
Q2
$1.04M Buy
2021
Q1
$980K Sell
2020
Q4
$1.14M Buy