Aveo Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aveo Capital Partners’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,600	Closed	-$2.14M	–	250
2024 Q4	$2.14M	Sell	18,600 -309	-2%	-$35.6K	0.23%	84
2024 Q3	$2.21M	Buy	18,909 +91	+0.5%	+$10.6K	0.23%	86
2024 Q2	$2.01M	Sell	18,818 -187	-1%	-$19.9K	0.23%	90
2024 Q1	$2.04M	Buy	19,005 +184	+1%	+$19.7K	0.22%	96
2023 Q4	$2.04M	Buy	18,821 +1,902	+11%	+$206K	0.25%	89
2023 Q3	$1.6M	Buy	16,919 +61	+0.4%	+$5.75K	0.21%	96
2023 Q2	$1.68M	Sell	16,858 -56	-0.3%	-$5.58K	0.21%	97
2023 Q1	$1.64M	Sell	16,914 -842	-5%	-$81.4K	0.22%	86
2022 Q4	$1.68M	Sell	17,756 -446	-2%	-$42.2K	0.25%	84
2022 Q3	$1.59M	Buy	18,202 +595	+3%	+$51.9K	0.27%	77
2022 Q2	$1.63M	Sell	17,607 -1,581	-8%	-$146K	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%	+$27K	0.42%	68
2021 Q3	$2.2M	Sell	20,161 -1,083	-5%	-$118K	0.46%	61
2021 Q2	$2.4M	Buy	21,244 +320	+2%	+$36.2K	0.53%	55
2021 Q1	$2.27M	Buy	+20,924	New	+$2.27M	0.57%	53
2020 Q4	–	Sell	-16,528	Closed	-$1.16M	–	112
2020 Q3	$1.16M	Buy	+16,528	New	+$1.16M	0.42%	52
2020 Q2	–	Sell	-20,864	Closed	-$1.17M	–	94
2020 Q1	$1.17M	Sell	20,864 -825	-4%	-$46.3K	0.57%	47
2019 Q4	$1.82M	Sell	21,689 -673	-3%	-$56.4K	0.72%	36
2019 Q3	$1.82M	Sell	22,362 -244	-1%	-$19.8K	0.75%	39
2019 Q2	$1.79M	Buy	22,606 +2,736	+14%	+$217K	0.78%	41
2019 Q1	$1.53M	Buy	19,870 +253	+1%	+$19.5K	0.71%	48
2018 Q4	$1.36M	Sell	19,617 -1	-0%	-$69	0.68%	34
2018 Q3	$1.55M	Sell	19,618 -424	-2%	-$33.5K	0.69%	35
2018 Q2	$1.67M	Sell	20,042 -1,944	-9%	-$162K	0.74%	36
2018 Q1	$1.69M	Buy	21,986 +1,939	+10%	+$149K	0.71%	35
2017 Q4	$1.54M	Buy	20,047 +811	+4%	+$62.3K	0.51%	34
2017 Q3	$1.43M	Buy	19,236 +686	+4%	+$50.9K	0.49%	35
2017 Q2	$1.3M	Sell	18,550 -56	-0.3%	-$3.93K	0.46%	36
2017 Q1	$1.29M	Sell	18,606 -598	-3%	-$41.4K	0.47%	33
2016 Q4	$1.32M	Buy	+19,204	New	+$1.32M	0.38%	49