Allworth Financial’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 | $130M | Buy |
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|
2025
Q1 | $116M | Buy |
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|
2024
Q4 | $139M | Buy |
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|
2024
Q3 | $98.8M | Buy |
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|
2024
Q2 | $93.5M | Buy |
|
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|
2024
Q1 | $84M | Buy |
|
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|
2023
Q4 | $78.8M | Buy |
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|
2023
Q3 | $64.7M | Buy |
|
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|
2023
Q2 | $63.9M | Buy |
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|
2023
Q1 | $45.3M | Buy |
|
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|
2022
Q4 | $35.2M | Buy |
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|
2022
Q3 | $26.4M | Buy |
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|
2022
Q2 | $26.3M | Buy |
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|
2022
Q1 | $27.2M | Sell |
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|
2021
Q4 | $31.8M | Buy |
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|
2021
Q3 | $15.1M | Buy |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $3.46M | Buy |
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|
2020
Q4 | $2.72M | Buy |
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|
2020
Q3 | $1.56M | Sell |
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|
2020
Q2 | $1.6M | Buy |
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|
2020
Q1 | $492K | Buy |
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|
2019
Q4 | $430K | Buy |
|
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|
2019
Q3 | $290K | Buy |
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|
2019
Q2 | $291K | Sell |
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|
2019
Q1 | $306K | Sell |
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|
2018
Q4 | $289K | Buy |
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|
2018
Q3 | $235K | Buy |
|
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|
2018
Q2 | $185K | Buy |
|
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|
2018
Q1 | $143K | Buy |
|
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|
2017
Q4 | $122K | Sell |
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|
2017
Q3 | $126K | Buy |
|
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|
2017
Q2 | $102K | Hold |
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|
2017
Q1 | $101K | Buy |
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|
2016
Q4 | $89K | Sell |
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|
2016
Q3 | $84K | Sell |
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|
2016
Q2 | $79K | Buy |
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|
2016
Q1 | $73K | Buy |
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