Bluestem Financial Advisors’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
Q3 | $2.96M | Sell |
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|
2025
Q2 | $2.74M | Sell |
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|
2025
Q1 | $2.67M | Buy |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $2.99M | Sell |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $2.91M | Buy |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $2.51M | Buy |
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|
2023
Q2 | $2.64M | Sell |
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|
2023
Q1 | $2.64M | Sell |
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|
2022
Q4 | $2.64M | Buy |
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|
2022
Q3 | $2.41M | Sell |
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|
2022
Q2 | $2.58M | Sell |
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|
2022
Q1 | $3.67M | Buy |
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|
2021
Q4 | $2.75M | Sell |
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|
2021
Q3 | $2.63M | Sell |
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|
2021
Q2 | $3.03M | Sell |
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|
2021
Q1 | $3.22M | Sell |
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|
2020
Q4 | $2.73M | Buy |
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|
2020
Q3 | $2.08M | Sell |
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|
2020
Q2 | $2.07M | Buy |
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