Allie Family Office’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 | $470K | Buy |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $466K | Hold |
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|
2024
Q3 | $473K | Hold |
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|
2024
Q2 | $432K | Hold |
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|
2024
Q1 | $447K | Hold |
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|
2023
Q4 | $438K | Hold |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $268K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $237K | Buy |
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