Anchor Investment Management’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 | $1.22M | Hold |
11,163
| – | – | 0.11% | 174 |
|
|
2025
Q1 | $1.17M | Sell |
11,163
-2,900
| -21% | -$303K | 0.11% | 177 |
|
|
2024
Q4 | $1.62M | Buy |
14,063
+3,110
| +28% | +$358K | 0.15% | 145 |
|
|
2024
Q3 | $1.28M | Buy |
10,953
+10,272
| +1,508% | +$1.2M | 0.12% | 167 |
|
|
2024
Q2 | $72.6K | Hold |
681
| – | – | 0.01% | 479 |
|
|
2024
Q1 | $75.3K | Hold |
681
| – | – | 0.01% | 484 |
|
|
2023
Q4 | $73.7K | Sell |
681
-55
| -7% | -$5.95K | 0.01% | 478 |
|
|
2023
Q3 | $69.4K | Buy |
736
+5
| +0.7% | +$472 | 0.01% | 471 |
|
|
2023
Q2 | $72.8K | Hold |
731
| – | – | 0.01% | 450 |
|
|
2023
Q1 | $70.7K | Buy |
731
+283
| +63% | +$27.4K | 0.01% | 479 |
|
|
2022
Q4 | $42.4K | Hold |
448
| – | – | 0.01% | 544 |
|
|
2022
Q3 | $39.1K | Hold |
448
| – | – | 0.01% | 548 |
|
|
2022
Q2 | $41.4K | Buy |
448
+7
| +2% | +$647 | 0.01% | 557 |
|
|
2022
Q1 | $47.6K | Sell |
441
-66
| -13% | -$7.12K | 0.01% | 557 |
|
|
2021
Q4 | $58.1K | Buy |
507
+140
| +38% | +$16K | 0.01% | 546 |
|
|
2021
Q3 | $40.1K | Hold |
367
| – | – | 0.01% | 550 |
|
|
2021
Q2 | $41.5K | Hold |
367
| – | – | 0.01% | 558 |
|
|
2021
Q1 | $39.8K | Sell |
367
-9
| -2% | -$977 | 0.01% | 544 |
|
|
2020
Q4 | $34.6K | Hold |
376
| – | – | 0.01% | 526 |
|
|
2020
Q3 | $26.4K | Hold |
376
| – | – | 0.01% | 529 |
|
|
2020
Q2 | $25.7K | Sell |
376
-25
| -6% | -$1.71K | 0.01% | 520 |
|
|
2020
Q1 | $22.5K | Hold |
401
| – | – | 0.01% | 520 |
|
|
2019
Q4 | $33.6K | Hold |
401
| – | – | 0.01% | 513 |
|
|
2019
Q3 | $31.2K | Hold |
401
| – | – | 0.01% | 511 |
|
|
2019
Q2 | $31.4K | Hold |
401
| – | – | 0.01% | 514 |
|
|
2019
Q1 | $30.9K | Sell |
401
-291
| -42% | -$22.5K | 0.01% | 507 |
|
|
2018
Q4 | $48K | Hold |
692
| – | – | 0.01% | 438 |
|
|
2018
Q3 | $60.4K | Hold |
692
| – | – | 0.01% | 452 |
|
|
2018
Q2 | $57.8K | Sell |
692
-22
| -3% | -$1.84K | 0.01% | 464 |
|
|
2018
Q1 | $55K | Hold |
714
| – | – | 0.01% | 463 |
|
|
2017
Q4 | $54.8K | Buy |
714
+142
| +25% | +$10.9K | 0.01% | 451 |
|
|
2017
Q3 | $42.5K | Buy |
572
+500
| +694% | +$37.1K | 0.01% | 478 |
|
|
2017
Q2 | $5.05K | Hold |
72
| – | – | ﹤0.01% | 626 |
|
|
2017
Q1 | $4.98K | Hold |
72
| – | – | ﹤0.01% | 621 |
|
|
2016
Q4 | $4.95K | Hold |
72
| – | – | ﹤0.01% | 599 |
|
|
2016
Q3 | $4.47K | Hold |
72
| – | – | ﹤0.01% | 586 |
|
|
2016
Q2 | $4.18K | Hold |
72
| – | – | ﹤0.01% | 591 |
|
|
2016
Q1 | $4.05K | Buy |
+72
| New | +$4.05K | ﹤0.01% | 572 |
|