AO
Advisor OS’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
11,724
-1,676
| -13% | -$183K | 0.13% | 113 |
|
|
2025
Q1 | $1.4M | Buy |
13,400
+173
| +1% | +$18.1K | 0.16% | 89 |
|
|
2024
Q4 | $1.52M | Sell |
13,227
-1,503
| -10% | -$173K | 0.18% | 86 |
|
|
2024
Q3 | $1.72M | Sell |
14,730
-241
| -2% | -$28.2K | 0.17% | 101 |
|
|
2024
Q2 | $1.6M | Sell |
14,971
-1,882
| -11% | -$201K | 0.17% | 104 |
|
|
2024
Q1 | $1.86M | Sell |
16,853
-5,870
| -26% | -$649K | 0.21% | 88 |
|
|
2023
Q4 | $2.46M | Buy |
22,723
+2,331
| +11% | +$252K | 0.32% | 51 |
|
|
2023
Q3 | $1.92M | Buy |
20,392
+508
| +3% | +$47.9K | 0.29% | 62 |
|
|
2023
Q2 | $1.98M | Buy |
19,884
+36
| +0.2% | +$3.59K | 0.32% | 59 |
|
|
2023
Q1 | $1.92M | Buy |
19,848
+1,998
| +11% | +$193K | 0.46% | 50 |
|
|
2022
Q4 | $1.69M | Sell |
17,850
-31,649
| -64% | -$3M | 0.45% | 50 |
|
|
2022
Q3 | $4.32M | Buy |
49,499
+21,540
| +77% | +$1.88M | 1.3% | 17 |
|
|
2022
Q2 | $2.58M | Buy |
27,959
+23,036
| +468% | +$2.13M | 0.75% | 27 |
|
|
2022
Q1 | $531K | Buy |
+4,923
| New | +$531K | 0.15% | 142 |
|
|
2020
Q3 | – | Sell |
-32,356
| Closed | -$2.21M | – | 123 |
|
|
2020
Q2 | $2.21M | Buy |
+32,356
| New | +$2.21M | 1.32% | 16 |
|