American Institute for Advanced Investment 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
Q2
$631K Sell
2025
Q1
$670K Buy
2024
Q4
$683K Hold
2024
Q3
$693K Buy
2024
Q2
$576K Sell
2024
Q1
$607K Buy
2023
Q4
$418K Buy
2023
Q3
$328K Buy
2023
Q2
$344K Hold
2023
Q1
$334K Sell
2022
Q4
$341K Hold
2022
Q3
$314K Hold
2022
Q2
$333K Sell
2022
Q1
$420K Sell
2021
Q4
$503K Hold
2021
Q3
$479K Sell
2021
Q2
$587K Buy
2021
Q1
$401K Buy
2020
Q4
$339K Buy