Advisors Capital Management’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
Q3 | $842K | Buy |
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|
2025
Q2 | $681K | Sell |
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|
2025
Q1 | $826K | Sell |
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|
2024
Q4 | $972K | Buy |
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|
2024
Q3 | $900K | Buy |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $721K | Sell |
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|
2023
Q3 | $2.69M | Buy |
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|
2023
Q2 | $547K | Sell |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $660K | Buy |
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|
2021
Q3 | $562K | Buy |
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|
2021
Q2 | $575K | Buy |
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|
2021
Q1 | $465K | Buy |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $264K | Sell |
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|
2019
Q4 | $479K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Buy |
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