Ameritas Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
109,934
-39,914
| -27% | -$4.36M | 0.63% | 29 |
|
|
2025
Q1 | $16.7M | Sell |
149,848
-18,757
| -11% | -$2.09M | 0.67% | 28 |
|
|
2024
Q4 | $19.4M | Buy |
168,605
+22,562
| +15% | +$2.6M | 0.67% | 30 |
|
|
2024
Q3 | $17.1M | Sell |
146,043
-4,352
| -3% | -$509K | 0.74% | 25 |
|
|
2024
Q2 | $16M | Buy |
150,395
+3,898
| +3% | +$416K | 0.6% | 32 |
|
|
2024
Q1 | $15.8M | Buy |
146,497
+34,779
| +31% | +$3.76M | 0.65% | 30 |
|
|
2023
Q4 | $12.1M | Sell |
111,718
-24,508
| -18% | -$2.65M | 0.67% | 41 |
|
|
2023
Q3 | $12.7M | Buy |
136,226
+56,942
| +72% | +$5.3M | 0.63% | 34 |
|
|
2023
Q2 | $7.8M | Sell |
79,284
-58,877
| -43% | -$5.79M | 1% | 19 |
|
|
2023
Q1 | $13.3M | Sell |
138,161
-56,601
| -29% | -$5.44M | 0.67% | 26 |
|
|
2022
Q4 | $18.4M | Buy |
194,762
+36,586
| +23% | +$3.46M | 0.86% | 21 |
|
|
2022
Q3 | $13.8M | Buy |
158,176
+11,323
| +8% | +$987K | 0.82% | 22 |
|
|
2022
Q2 | $13.6M | Buy |
146,853
+6,236
| +4% | +$576K | 0.79% | 21 |
|
|
2022
Q1 | $15.2M | Buy |
140,617
+2,163
| +2% | +$233K | 0.56% | 35 |
|
|
2021
Q4 | $15.9M | Buy |
+138,454
| New | +$15.9M | 0.58% | 36 |
|