Brio Consultants’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 | $797K | Sell |
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|
2025
Q2 | $884K | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $2.05M | Sell |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $2.04M | Sell |
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|
2023
Q3 | $1.89M | Buy |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $2.28M | Sell |
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|
2022
Q2 | $2.93M | Sell |
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|
2022
Q1 | $11.9M | Buy |
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|
2021
Q4 | $11.1M | Sell |
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|
2021
Q3 | $10.9M | Buy |
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|
2021
Q2 | $10.7M | Buy |
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|
2021
Q1 | $10M | Buy |
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|
2020
Q4 | $8.1M | Sell |
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|
2020
Q3 | $7.79M | Buy |
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|
2020
Q2 | $6.36M | Buy |
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|
2020
Q1 | $811K | Buy |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $959K | Buy |
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|
2019
Q2 | $901K | Buy |
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|
2019
Q1 | $818K | Buy |
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|
2018
Q4 | $708K | Buy |
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