Atwood & Palmer’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 | $178K | Buy |
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|
2025
Q2 | $164K | Buy |
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|
2025
Q1 | $140K | Hold |
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|
2024
Q4 | $154K | Hold |
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|
2024
Q3 | $156K | Hold |
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|
2024
Q2 | $143K | Buy |
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|
2024
Q1 | $143K | Sell |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $90.7K | Hold |
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|
2023
Q2 | $95.8K | Hold |
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|
2023
Q1 | $92.9K | Buy |
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|
2022
Q4 | $8.9K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $25K | Hold |
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|
2021
Q3 | $24K | Sell |
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|
2021
Q2 | $30K | Sell |
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|
2021
Q1 | $54K | Buy |
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|
2020
Q4 | $42K | Buy |
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|
2020
Q3 | $25K | Hold |
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|
2020
Q2 | $24K | Sell |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Sell |
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|
2019
Q1 | $15K | Buy |
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|
2018
Q4 | $7K | Sell |
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|
2018
Q3 | $52K | Sell |
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|
2018
Q2 | $54K | Buy |
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|
2018
Q1 | $46K | Buy |
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|
2017
Q4 | $38K | Hold |
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|
2017
Q3 | $37K | Hold |
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|
2017
Q2 | $35K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $48K | Buy |
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