Asset Allocation & Management Company’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 | $485K | Sell |
|
|||||
|
2025
Q1 | $579K | Hold |
|
|||||
|
2024
Q4 | $638K | Hold |
|
|||||
|
2024
Q3 | $648K | Hold |
|
|||||
|
2024
Q2 | $591K | Hold |
|
|||||
|
2024
Q1 | $612K | Hold |
|
|||||
|
2023
Q4 | $600K | Hold |
|
|||||
|
2023
Q3 | $523K | Hold |
|
|||||
|
2023
Q2 | $552K | Sell |
|
|||||
|
2023
Q1 | $642K | Hold |
|
|||||
|
2022
Q4 | $629K | Hold |
|
|||||
|
2022
Q3 | $579K | Hold |
|
|||||
|
2022
Q2 | $614K | Hold |
|
|||||
|
2022
Q1 | $716K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $753K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $757K | Hold |
|
|||||
|
2020
Q2 | $736K | Hold |
|
|||||
|
2020
Q1 | $605K | Buy |
|
|||||
|
2019
Q4 | $844K | Buy |
|