Aveo Capital Partners’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
Q1 | – | Sell |
-18,600
| Closed | -$2.14M | – | 250 |
|
|
2024
Q4 | $2.14M | Sell |
18,600
-309
| -2% | -$36.9K | 0.23% | 84 |
|
|
2024
Q3 | $2.21M | Buy |
18,909
+91
| +0.5% | +$10.3K | 0.23% | 86 |
|
|
2024
Q2 | $2.01M | Sell |
18,818
-187
| -1% | -$20K | 0.23% | 90 |
|
|
2024
Q1 | $2.04M | Buy |
19,005
+184
| +1% | +$19.5K | 0.22% | 96 |
|
|
2023
Q4 | $2.04M | Buy |
18,821
+1,902
| +11% | +$183K | 0.25% | 89 |
|
|
2023
Q3 | $1.6M | Buy |
16,919
+61
| +0.4% | +$6.09K | 0.21% | 96 |
|
|
2023
Q2 | $1.68M | Sell |
16,858
-56
| -0.3% | -$5.33K | 0.21% | 97 |
|
|
2023
Q1 | $1.64M | Sell |
16,914
-842
| -5% | -$84.2K | 0.22% | 86 |
|
|
2022
Q4 | $1.68M | Sell |
17,756
-446
| -2% | -$42.8K | 0.25% | 84 |
|
|
2022
Q3 | $1.59M | Buy |
18,202
+595
| +3% | +$57.8K | 0.27% | 77 |
|
|
2022
Q2 | $1.63M | Sell |
17,607
-1,581
| -8% | -$157K | 0.27% | 87 |
|
|
2022
Q1 | $2.07M | Sell |
19,188
-1,209
| -6% | -$130K | 0.36% | 71 |
|
|
2021
Q4 | $2.34M | Buy |
20,397
+236
| +1% | +$26.9K | 0.42% | 69 |
|
|
2021
Q3 | $2.2M | Sell |
20,161
-1,083
| -5% | -$119K | 0.46% | 61 |
|
|
2021
Q2 | $2.4M | Buy |
21,244
+320
| +2% | +$35.7K | 0.53% | 55 |
|
|
2021
Q1 | $2.27M | Buy |
+20,924
| New | +$2.19M | 0.57% | 53 |
|
|
2020
Q4 | – | Sell |
-16,528
| Closed | -$1.16M | – | 112 |
|
|
2020
Q3 | $1.16M | Buy |
+16,528
| New | +$1.18M | 0.42% | 52 |
|
|
2020
Q2 | – | Sell |
-20,864
| Closed | -$1.17M | – | 96 |
|
|
2020
Q1 | $1.17M | Sell |
20,864
-825
| -4% | -$61.4K | 0.57% | 47 |
|
|
2019
Q4 | $1.82M | Sell |
21,689
-673
| -3% | -$54.1K | 0.72% | 36 |
|
|
2019
Q3 | $1.82M | Sell |
22,362
-244
| -1% | -$18.9K | 0.75% | 39 |
|
|
2019
Q2 | $1.79M | Buy |
22,606
+2,736
| +14% | +$212K | 0.78% | 41 |
|
|
2019
Q1 | $1.53M | Buy |
19,870
+253
| +1% | +$19.4K | 0.71% | 48 |
|
|
2018
Q4 | $1.36M | Sell |
19,617
-1
| -0% | -$77 | 0.68% | 34 |
|
|
2018
Q3 | $1.55M | Sell |
19,618
-424
| -2% | -$37.1K | 0.69% | 35 |
|
|
2018
Q2 | $1.67M | Sell |
20,042
-1,944
| -9% | -$158K | 0.74% | 36 |
|
|
2018
Q1 | $1.69M | Buy |
21,986
+1,939
| +10% | +$151K | 0.71% | 35 |
|
|
2017
Q4 | $1.54M | Buy |
20,047
+811
| +4% | +$61.1K | 0.51% | 34 |
|
|
2017
Q3 | $1.43M | Buy |
19,236
+686
| +4% | +$48.1K | 0.49% | 35 |
|
|
2017
Q2 | $1.3M | Sell |
18,550
-56
| -0.3% | -$3.88K | 0.46% | 36 |
|
|
2017
Q1 | $1.29M | Sell |
18,606
-598
| -3% | -$41.2K | 0.47% | 33 |
|
|
2016
Q4 | $1.32M | Buy |
+19,204
| New | +$1.24M | 0.38% | 49 |
|
Other funds holding IJR
Aveo Capital Partners's IJR Position: Q1 2025 in Review
Aveo Capital Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 18,600 shares — an estimated $2.14M sold.
Aveo Capital Partners first reported a position in IJR in Q4 2016 and held it in 31 quarters. The position peaked at $2.4M in Q2 2021. 2,529 funds tracked by Wall St. Rank hold IJR as of Q1 2025.
- Aveo Capital Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
- Aveo Capital Partners sold 18,600 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $2.14M.
- Aveo Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 31 quarters.
- Aveo Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $2.4M in Q2 2021.
- 2,529 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.
Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.