AAS
Avantax Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Buy |
974,377
+49,982
| +5% | +$5.46M | 0.59% | 22 |
|
|
2025
Q1 | $96.7M | Buy |
924,395
+15,738
| +2% | +$1.65M | 0.59% | 23 |
|
|
2024
Q4 | $105M | Buy |
908,657
+4,301
| +0.5% | +$496K | 0.66% | 20 |
|
|
2024
Q3 | $106M | Buy |
904,356
+7,486
| +0.8% | +$876K | 0.69% | 19 |
|
|
2024
Q2 | $95.7M | Buy |
896,870
+188,070
| +27% | +$20.1M | 0.68% | 18 |
|
|
2024
Q1 | $78.3M | Buy |
708,800
+9,124
| +1% | +$1.01M | 0.7% | 17 |
|
|
2023
Q4 | $75.7M | Sell |
699,676
-3,011
| -0.4% | -$326K | 0.75% | 17 |
|
|
2023
Q3 | $66.3M | Buy |
702,687
+86,922
| +14% | +$8.2M | 0.74% | 17 |
|
|
2023
Q2 | $61.4M | Buy |
615,765
+34,888
| +6% | +$3.48M | 0.7% | 19 |
|
|
2023
Q1 | $56.2M | Buy |
580,877
+15,597
| +3% | +$1.51M | 0.69% | 19 |
|
|
2022
Q4 | $53.5M | Buy |
565,280
+16,971
| +3% | +$1.61M | 0.71% | 19 |
|
|
2022
Q3 | $47.8M | Buy |
548,309
+48,690
| +10% | +$4.25M | 0.73% | 19 |
|
|
2022
Q2 | $46.2M | Buy |
499,619
+32,920
| +7% | +$3.04M | 0.7% | 19 |
|
|
2022
Q1 | $50.8M | Buy |
466,699
+60,201
| +15% | +$6.55M | 0.7% | 20 |
|
|
2021
Q4 | $46.6M | Buy |
406,498
+31,957
| +9% | +$3.66M | 0.7% | 21 |
|
|
2021
Q3 | $41.2M | Buy |
374,541
+38,219
| +11% | +$4.2M | 0.69% | 21 |
|
|
2021
Q2 | $38.1M | Buy |
336,322
+32,620
| +11% | +$3.69M | 0.69% | 21 |
|
|
2021
Q1 | $33M | Sell |
303,702
-81,758
| -21% | -$8.9M | 0.71% | 21 |
|
|
2020
Q4 | $35.4M | Sell |
385,460
-232,969
| -38% | -$21.4M | 0.84% | 19 |
|
|
2020
Q3 | $43.5M | Buy |
618,429
+253,179
| +69% | +$17.8M | 0.7% | 23 |
|
|
2020
Q2 | $25M | Buy |
365,250
+35,344
| +11% | +$2.42M | 0.72% | 22 |
|
|
2020
Q1 | $18.6M | Sell |
329,906
-28,786
| -8% | -$1.62M | 0.55% | 24 |
|
|
2019
Q4 | $30.2M | Buy |
358,692
+240,618
| +204% | +$20.3M | 0.7% | 20 |
|
|
2019
Q3 | $9.18M | Buy |
118,074
+24,823
| +27% | +$1.93M | 0.37% | 38 |
|
|
2019
Q2 | $7.3M | Buy |
93,251
+20,170
| +28% | +$1.58M | 0.32% | 43 |
|
|
2019
Q1 | $5.64M | Buy |
73,081
+25,773
| +54% | +$1.99M | 0.3% | 37 |
|
|
2018
Q4 | $3.27M | Buy |
+47,308
| New | +$3.27M | 0.55% | 41 |
|