Advisor OS’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 | $1.28M | Sell |
|
|||||
|
2025
Q1 | $1.4M | Buy |
|
|||||
|
2024
Q4 | $1.52M | Sell |
|
|||||
|
2024
Q3 | $1.72M | Sell |
|
|||||
|
2024
Q2 | $1.6M | Sell |
|
|||||
|
2024
Q1 | $1.86M | Sell |
|
|||||
|
2023
Q4 | $2.46M | Buy |
|
|||||
|
2023
Q3 | $1.92M | Buy |
|
|||||
|
2023
Q2 | $1.98M | Buy |
|
|||||
|
2023
Q1 | $1.92M | Buy |
|
|||||
|
2022
Q4 | $1.69M | Sell |
|
|||||
|
2022
Q3 | $4.32M | Buy |
|
|||||
|
2022
Q2 | $2.58M | Buy |
|
|||||
|
2022
Q1 | $531K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $2.21M | Buy |
|