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 |
|