Avalon Investment & Advisory’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
2023
Q1
$1.16M Buy
2022
Q4
$227K Buy
2022
Q3
Sell
2022
Q2
$310K Buy
2022
Q1
$263K Buy
2020
Q2
Sell
2020
Q1
$367K Sell
2019
Q4
$2.36M Buy
2019
Q3
$463K Sell
2019
Q2
$472K Buy
2019
Q1
$410K Buy
2018
Q4
Sell
2018
Q3
$217K Hold
2018
Q2
$208K Buy
2018
Q1
Sell
2017
Q4
$227K Buy