AIFAIM
American Institute for Advanced Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Sell |
5,775
-635
| -10% | -$69.4K | 0.45% | 65 |
|
|
2025
Q1 | $670K | Buy |
6,410
+485
| +8% | +$50.7K | 0.51% | 55 |
|
|
2024
Q4 | $683K | Hold |
5,925
| – | – | 0.51% | 56 |
|
|
2024
Q3 | $693K | Buy |
5,925
+529
| +10% | +$61.9K | 0.5% | 57 |
|
|
2024
Q2 | $576K | Sell |
5,396
-94
| -2% | -$10K | 0.44% | 64 |
|
|
2024
Q1 | $607K | Buy |
5,490
+1,631
| +42% | +$180K | 0.48% | 59 |
|
|
2023
Q4 | $418K | Buy |
3,859
+378
| +11% | +$40.9K | 0.37% | 75 |
|
|
2023
Q3 | $328K | Buy |
3,481
+29
| +0.8% | +$2.74K | 0.3% | 84 |
|
|
2023
Q2 | $344K | Hold |
3,452
| – | – | 0.3% | 84 |
|
|
2023
Q1 | $334K | Sell |
3,452
-150
| -4% | -$14.5K | 0.36% | 76 |
|
|
2022
Q4 | $341K | Hold |
3,602
| – | – | 0.31% | 81 |
|
|
2022
Q3 | $314K | Hold |
3,602
| – | – | 0.29% | 78 |
|
|
2022
Q2 | $333K | Sell |
3,602
-290
| -7% | -$26.8K | 0.29% | 79 |
|
|
2022
Q1 | $420K | Sell |
3,892
-498
| -11% | -$53.7K | 0.3% | 73 |
|
|
2021
Q4 | $503K | Hold |
4,390
| – | – | 0.34% | 68 |
|
|
2021
Q3 | $479K | Sell |
4,390
-808
| -16% | -$88.2K | 0.34% | 69 |
|
|
2021
Q2 | $587K | Buy |
5,198
+1,499
| +41% | +$169K | 0.41% | 64 |
|
|
2021
Q1 | $401K | Buy |
3,699
+14
| +0.4% | +$1.52K | 0.31% | 72 |
|
|
2020
Q4 | $339K | Buy |
+3,685
| New | +$339K | 0.27% | 76 |
|