Apexium Financial’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
$15.1M Sell
2025
Q1
$15.1M Sell
2024
Q4
$17.1M Buy
2024
Q3
$16.1M Buy
2024
Q2
$13.3M Buy
2024
Q1
$12.8M Buy
2023
Q4
$11.5M Sell
2023
Q3
$10.5M Buy
2023
Q2
$10.6M Buy
2023
Q1
$9.43M Buy
2022
Q4
$8.74M Buy
2022
Q3
$7.35M Buy
2022
Q2
$1.94M Buy
2022
Q1
$1.94M Sell
2021
Q4
$1.99M Buy
2021
Q3
$1.82M Buy
2021
Q2
$1.82M Buy
2021
Q1
$1.74M Buy
2020
Q4
$1.43M Sell
2020
Q3
$1.24M Sell
2020
Q2
$1.84M Sell
2020
Q1
$1.67M Buy
2019
Q4
$2.08M Buy
2018
Q4
$1.56M Buy