Avantax Advisory Services’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 | $106M | Buy |
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|
2025
Q1 | $96.7M | Buy |
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|
2024
Q4 | $105M | Buy |
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|
2024
Q3 | $106M | Buy |
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|
2024
Q2 | $95.7M | Buy |
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|
2024
Q1 | $78.3M | Buy |
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|
2023
Q4 | $75.7M | Sell |
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|
2023
Q3 | $66.3M | Buy |
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|
2023
Q2 | $61.4M | Buy |
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|
2023
Q1 | $56.2M | Buy |
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|
2022
Q4 | $53.5M | Buy |
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|
2022
Q3 | $47.8M | Buy |
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|
2022
Q2 | $46.2M | Buy |
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|
2022
Q1 | $50.8M | Buy |
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|
2021
Q4 | $46.6M | Buy |
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|
2021
Q3 | $41.2M | Buy |
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|
2021
Q2 | $38.1M | Buy |
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|
2021
Q1 | $33M | Sell |
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|
2020
Q4 | $35.4M | Sell |
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|
2020
Q3 | $43.5M | Buy |
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|
2020
Q2 | $25M | Buy |
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|
2020
Q1 | $18.6M | Sell |
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|
2019
Q4 | $30.2M | Buy |
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|
2019
Q3 | $9.18M | Buy |
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|
2019
Q2 | $7.3M | Buy |
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|
2019
Q1 | $5.64M | Buy |
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|
2018
Q4 | $3.27M | Buy |
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