Ascent Group’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
Q3 | $2.08M | Sell |
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|
2025
Q2 | $1.99M | Sell |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $2.04M | Sell |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $2.41M | Sell |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $3.36M | Sell |
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|
2022
Q3 | $4.79M | Buy |
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|
2022
Q2 | $4.34M | Sell |
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|
2022
Q1 | $5.32M | Buy |
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|
2021
Q4 | $3.46M | Buy |
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