Advisornet Financial’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
Q2
$772K Buy
7,063
+14
+0.2% +$1.53K 0.05% 284
2025
Q1
$737K Sell
7,049
-1,312
-16% -$137K 0.05% 271
2024
Q4
$963K Sell
8,361
-3,429
-29% -$395K 0.08% 210
2024
Q3
$1.38M Sell
11,790
-6
-0.1% -$702 0.1% 189
2024
Q2
$1.26M Sell
11,796
-385
-3% -$41.1K 0.11% 183
2024
Q1
$1.35M Sell
12,181
-1,033
-8% -$114K 0.13% 171
2023
Q4
$1.43M Sell
13,214
-492
-4% -$53.3K 0.13% 178
2023
Q3
$1.29M Sell
13,706
-2,670
-16% -$252K 0.12% 177
2023
Q2
$1.63M Buy
16,376
+1,012
+7% +$101K 0.14% 155
2023
Q1
$1.49M Sell
15,364
-7,809
-34% -$755K 0.14% 158
2022
Q4
$2.19M Sell
23,173
-5,847
-20% -$553K 0.22% 109
2022
Q3
$2.53M Buy
29,020
+7,266
+33% +$633K 0.25% 102
2022
Q2
$2.01M Sell
21,754
-332
-2% -$30.7K 0.2% 124
2022
Q1
$2.38M Buy
22,086
+2,342
+12% +$253K 0.15% 136
2021
Q4
$2.26M Sell
19,744
-1,065
-5% -$122K 0.14% 142
2021
Q3
$2.27M Buy
20,809
+3,098
+17% +$338K 0.16% 130
2021
Q2
$2M Sell
17,711
-2,776
-14% -$314K 0.13% 151
2021
Q1
$2.22M Sell
20,487
-1,700
-8% -$184K 0.16% 140
2020
Q4
$2.04M Sell
22,187
-3,682
-14% -$338K 0.16% 135
2020
Q3
$1.82M Sell
25,869
-124
-0.5% -$8.71K 0.16% 141
2020
Q2
$1.78M Sell
25,993
-8,598
-25% -$587K 0.14% 146
2020
Q1
$1.94M Buy
34,591
+1,037
+3% +$58.2K 0.18% 119
2019
Q4
$2.81M Buy
33,554
+2,575
+8% +$216K 0.24% 96
2019
Q3
$2.41M Buy
30,979
+6,217
+25% +$484K 0.22% 105
2019
Q2
$1.94M Buy
24,762
+7,320
+42% +$573K 0.21% 107
2019
Q1
$1.35M Buy
17,442
+724
+4% +$55.9K 0.16% 133
2018
Q4
$1.16M Buy
16,718
+2,632
+19% +$182K 0.16% 139
2018
Q3
$1.23M Buy
14,086
+9,090
+182% +$793K 0.15% 131
2018
Q2
$417K Sell
4,996
-54,753
-92% -$4.57M 0.06% 264
2018
Q1
$4.6M Buy
59,749
+55,224
+1,220% +$4.25M 0.64% 24
2017
Q4
$348K Buy
+4,525
New +$348K 0.05% 253