Adero Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $429K | Hold |
4,101
| – | – | 0.03% | 137 |
|
|
2024
Q4 | $473K | Hold |
4,101
| – | – | 0.03% | 128 |
|
|
2024
Q3 | $480K | Hold |
4,101
| – | – | 0.03% | 125 |
|
|
2024
Q2 | $437K | Hold |
4,101
| – | – | 0.03% | 126 |
|
|
2024
Q1 | $453K | Sell |
4,101
-236
| -5% | -$26.1K | 0.03% | 125 |
|
|
2023
Q4 | $469K | Buy |
4,337
+686
| +19% | +$74.3K | 0.04% | 114 |
|
|
2023
Q3 | $344K | Hold |
3,651
| – | – | 0.03% | 132 |
|
|
2023
Q2 | $364K | Sell |
3,651
-285
| -7% | -$28.4K | 0.04% | 119 |
|
|
2023
Q1 | $381K | Buy |
3,936
+285
| +8% | +$27.6K | 0.04% | 118 |
|
|
2022
Q4 | $346K | Sell |
3,651
-341
| -9% | -$32.3K | 0.04% | 121 |
|
|
2022
Q3 | $371K | Sell |
3,992
-12
| -0.3% | -$1.12K | 0.05% | 108 |
|
|
2022
Q2 | $369K | Buy |
4,004
+450
| +13% | +$41.5K | 0.05% | 103 |
|
|
2022
Q1 | $383K | Sell |
3,554
-426
| -11% | -$45.9K | 0.06% | 110 |
|
|
2021
Q4 | $456K | Hold |
3,980
| – | – | 0.07% | 104 |
|
|
2021
Q3 | $435K | Buy |
3,980
+61
| +2% | +$6.67K | 0.08% | 98 |
|
|
2021
Q2 | $443K | Sell |
3,919
-52
| -1% | -$5.88K | 0.1% | 90 |
|
|
2021
Q1 | $431K | Sell |
3,971
-442
| -10% | -$48K | 0.19% | 72 |
|
|
2020
Q4 | $406K | Hold |
4,413
| – | – | 0.35% | 49 |
|
|
2020
Q3 | $310K | Hold |
4,413
| – | – | 0.25% | 67 |
|
|
2020
Q2 | $301K | Sell |
4,413
-15
| -0.3% | -$1.02K | 0.31% | 57 |
|
|
2020
Q1 | $248K | Sell |
4,428
-4,326
| -49% | -$242K | 0.41% | 56 |
|
|
2019
Q4 | $734K | Buy |
+8,754
| New | +$734K | 0.82% | 29 |
|