Avondale 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 | $544K | Sell |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $572K | Buy |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $391K | Buy |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $768K | Sell |
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|
2021
Q3 | $2.24M | Buy |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $876K | Buy |
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|
2020
Q4 | $256K | Hold |
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|
2020
Q3 | $196K | Sell |
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|
2020
Q2 | $6.01M | Sell |
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|
2020
Q1 | $5.58M | Buy |
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|
2019
Q4 | $6.9M | Buy |
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|
2019
Q3 | $5.94M | Sell |
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|
2019
Q2 | $7.89M | Buy |
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|
2019
Q1 | $7.39M | Buy |
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|
2018
Q4 | $6.57M | Buy |
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|
2018
Q3 | $7.6M | Buy |
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|
2018
Q2 | $7.24M | Sell |
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|
2018
Q1 | $7.51M | Buy |
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|
2017
Q4 | $7.37M | Buy |
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