Avior Wealth Management’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 | $4.48M | Sell |
|
|||||
|
2025
Q1 | $5.25M | Sell |
|
|||||
|
2024
Q4 | $8.64M | Buy |
|
|||||
|
2024
Q3 | $8.46M | Sell |
|
|||||
|
2024
Q2 | $9.23M | Sell |
|
|||||
|
2024
Q1 | $21.5M | Sell |
|
|||||
|
2023
Q4 | $21.6M | Sell |
|
|||||
|
2023
Q3 | $21.9M | Buy |
|
|||||
|
2023
Q2 | $21.9M | Buy |
|
|||||
|
2023
Q1 | $20.8M | Buy |
|
|||||
|
2022
Q4 | $16.8M | Sell |
|
|||||
|
2022
Q3 | $16.7M | Buy |
|
|||||
|
2022
Q2 | $3.58M | Buy |
|
|||||
|
2022
Q1 | $4.1M | Buy |
|
|||||
|
2021
Q4 | $3.48M | Buy |
|
|||||
|
2021
Q3 | $3.1M | Buy |
|
|||||
|
2021
Q2 | $2.9M | Buy |
|
|||||
|
2021
Q1 | $2.4M | Buy |
|
|||||
|
2020
Q4 | $1.97M | Buy |
|
|||||
|
2020
Q3 | $1.04M | Sell |
|
|||||
|
2020
Q2 | $1.57M | Buy |
|
|||||
|
2020
Q1 | $1.05M | Buy |
|
|||||
|
2019
Q4 | $1.14M | Buy |
|
|||||
|
2019
Q3 | $1.03M | Buy |
|
|||||
|
2019
Q2 | $1.01M | Buy |
|
|||||
|
2019
Q1 | $970K | Buy |
|
|||||
|
2018
Q4 | $854K | Buy |
|
|||||
|
2018
Q3 | $1.04M | Sell |
|
|||||
|
2018
Q2 | $995K | Sell |
|
|||||
|
2018
Q1 | $1.02M | Buy |
|
|||||
|
2017
Q4 | $1M | Buy |
|
|||||
|
2017
Q3 | $940K | Buy |
|
|||||
|
2017
Q2 | $841K | Buy |
|
|||||
|
2017
Q1 | $392K | Buy |
|
|||||
|
2016
Q4 | $333K | Buy |
|
|||||
|
2016
Q3 | $278K | Buy |
|
|||||
|
2016
Q2 | $257K | Buy |
|
|||||
|
2016
Q1 | $235K | Buy |
|
|||||
|
2015
Q4 | $16K | Hold |
|
|||||
|
2015
Q3 | $15K | Hold |
|
|||||
|
2015
Q2 | $17K | Hold |
|
|||||
|
2015
Q1 | $17K | Hold |
|
|||||
|
2014
Q4 | $16K | Hold |
|
|||||
|
2014
Q3 | $15K | Hold |
|
|||||
|
2014
Q2 | $16K | Hold |
|
|||||
|
2014
Q1 | $16K | Buy |
|