American Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $676K | Sell |
5,437
-161
| -3% | -$20.5K | 0.15% | 81 |
|
|
2025
Q4 | $673K | Sell |
5,598
-188
| -3% | -$22.5K | 0.16% | 80 |
|
|
2025
Q3 | $688K | Buy |
5,786
+150
| +3% | +$17.3K | 0.17% | 81 |
|
|
2025
Q2 | $616K | Buy |
5,636
+66
| +1% | +$6.82K | 0.16% | 82 |
|
|
2025
Q1 | $582K | Sell |
5,570
-100
| -2% | -$11.3K | 0.1% | 101 |
|
|
2024
Q4 | $653K | Sell |
5,670
-447
| -7% | -$53.4K | 0.12% | 96 |
|
|
2024
Q3 | $715K | Sell |
6,117
-85
| -1% | -$9.6K | 0.12% | 97 |
|
|
2024
Q2 | $662K | Sell |
6,202
-55
| -0.9% | -$5.88K | 0.12% | 101 |
|
|
2024
Q1 | $692K | Sell |
6,257
-185
| -3% | -$19.6K | 0.12% | 96 |
|
|
2023
Q4 | $697K | Sell |
6,442
-20
| -0.3% | -$1.93K | 0.13% | 92 |
|
|
2023
Q3 | $610K | Sell |
6,462
-4,815
| -43% | -$481K | 0.13% | 92 |
|
|
2023
Q2 | $1.12M | Sell |
11,277
-55
| -0.5% | -$5.24K | 0.23% | 69 |
|
|
2023
Q1 | $1.07M | Hold |
11,332
| – | – | 0.22% | 70 |
|
|
2022
Q4 | $1.07M | Sell |
11,332
-50
| -0.4% | -$4.8K | 0.22% | 70 |
|
|
2022
Q3 | $992K | Sell |
11,382
-150
| -1% | -$14.6K | 0.24% | 62 |
|
|
2022
Q2 | $1.07M | Buy |
11,532
+35
| +0.3% | +$3.48K | 0.24% | 59 |
|
|
2022
Q1 | $1.24M | Sell |
11,497
-30
| -0.3% | -$3.24K | 0.27% | 56 |
|
|
2021
Q4 | $1.32M | Sell |
11,527
-95
| -0.8% | -$10.8K | 0.29% | 55 |
|
|
2021
Q3 | $1.27M | Buy |
11,622
+890
| +8% | +$98K | 0.28% | 55 |
|
|
2021
Q2 | $1.21M | Buy |
10,732
+835
| +8% | +$93.1K | 0.28% | 56 |
|
|
2021
Q1 | $1.07M | Sell |
9,897
-1,015
| -9% | -$106K | 0.29% | 54 |
|
|
2020
Q4 | $1M | Sell |
10,912
-987
| -8% | -$81.1K | 0.3% | 49 |
|
|
2020
Q3 | $836K | Buy |
11,899
+1,569
| +15% | +$112K | 0.28% | 61 |
|
|
2020
Q2 | $705K | Buy |
10,330
+4,322
| +72% | +$273K | 0.25% | 67 |
|
|
2020
Q1 | $337K | Sell |
6,008
-1,753
| -23% | -$131K | 0.13% | 104 |
|
|
2019
Q4 | $651K | Buy |
7,761
+1,944
| +33% | +$156K | 0.2% | 85 |
|
|
2019
Q3 | $453K | Buy |
5,817
+2,315
| +66% | +$179K | 0.14% | 99 |
|
|
2019
Q2 | $274K | Hold |
3,502
| – | – | 0.09% | 117 |
|
|
2019
Q1 | $270K | Buy |
+3,502
| New | +$269K | 0.09% | 113 |
|
Other funds holding IJR
