Bragg 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 | $1.02M | Hold |
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|
2025
Q2 | $939K | Sell |
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|
2025
Q1 | $906K | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $718K | Buy |
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|
2023
Q3 | $615K | Hold |
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|
2023
Q2 | $650K | Hold |
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|
2023
Q1 | $631K | Hold |
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|
2022
Q4 | $617K | Hold |
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|
2022
Q3 | $569K | Hold |
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|
2022
Q2 | $603K | Sell |
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|
2022
Q1 | $779K | Buy |
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|
2021
Q4 | $698K | Hold |
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|
2021
Q3 | $698K | Hold |
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|
2021
Q2 | $722K | Buy |
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|
2021
Q1 | $692K | Hold |
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|
2020
Q4 | $586K | Hold |
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|
2020
Q3 | $448K | Sell |
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|
2020
Q2 | $449K | Sell |
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|
2020
Q1 | $387K | Buy |
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|
2019
Q4 | $563K | Sell |
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|
2019
Q3 | $528K | Hold |
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|
2019
Q2 | $531K | Hold |
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|
2019
Q1 | $523K | Hold |
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|
2018
Q4 | $470K | Hold |
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|
2018
Q3 | $592K | Buy |
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|
2018
Q2 | $532K | Hold |
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|
2018
Q1 | $491K | Sell |
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|
2017
Q4 | $503K | Buy |
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|
2017
Q3 | $473K | Hold |
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|
2017
Q2 | $447K | Hold |
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|
2017
Q1 | $441K | Hold |
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|
2016
Q4 | $438K | Hold |
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|
2016
Q3 | $396K | Hold |
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|
2016
Q2 | $370K | Sell |
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|
2016
Q1 | $429K | Buy |
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|
2015
Q4 | $351K | Hold |
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|
2015
Q3 | $340K | Hold |
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|
2015
Q2 | $376K | Hold |
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|
2015
Q1 | $376K | Hold |
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|
2014
Q4 | $364K | Hold |
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|
2014
Q3 | $332K | Hold |
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|
2014
Q2 | $357K | Hold |
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|
2014
Q1 | $351K | Hold |
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|
2013
Q4 | $348K | Hold |
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|
2013
Q3 | $318K | Buy |
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