Broadview Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Buy |
9,831
+14
| +0.1% | +$1.78K | 0.83% | 23 |
|
|
2025
Q4 | $1.18M | Sell |
9,817
-44
| -0.4% | -$5.26K | 0.79% | 23 |
|
|
2025
Q3 | $1.17M | Sell |
9,861
-166
| -2% | -$19.1K | 0.79% | 23 |
|
|
2025
Q2 | $1.1M | Buy |
10,027
+102
| +1% | +$10.5K | 0.74% | 24 |
|
|
2025
Q1 | $1.04M | Buy |
9,925
+198
| +2% | +$22.3K | 0.77% | 24 |
|
|
2024
Q4 | $1.12M | Sell |
9,727
-4,561
| -32% | -$545K | 0.8% | 24 |
|
|
2024
Q3 | $1.67M | Buy |
14,288
+921
| +7% | +$104K | 1.13% | 23 |
|
|
2024
Q2 | $1.43M | Buy |
13,367
+1,251
| +10% | +$134K | 1.04% | 23 |
|
|
2024
Q1 | $1.34M | Buy |
12,116
+639
| +6% | +$67.9K | 0.98% | 24 |
|
|
2023
Q4 | $1.24M | Buy |
11,477
+1,511
| +15% | +$146K | 0.96% | 24 |
|
|
2023
Q3 | $940K | Sell |
9,966
-8
| -0.1% | -$799 | 0.87% | 22 |
|
|
2023
Q2 | $994K | Sell |
9,974
-380
| -4% | -$36.2K | 0.85% | 23 |
|
|
2023
Q1 | $1M | Sell |
10,354
-278
| -3% | -$27.8K | 0.87% | 24 |
|
|
2022
Q4 | $1.01M | Buy |
10,632
+495
| +5% | +$47.5K | 0.9% | 25 |
|
|
2022
Q3 | $884K | Sell |
10,137
-360
| -3% | -$35K | 0.89% | 25 |
|
|
2022
Q2 | $970K | Buy |
10,497
+967
| +10% | +$96.2K | 0.9% | 24 |
|
|
2022
Q1 | $1.03M | Buy |
9,530
+447
| +5% | +$48.2K | 0.76% | 28 |
|
|
2021
Q4 | $1.04M | Buy |
9,083
+34
| +0.4% | +$3.88K | 0.74% | 31 |
|
|
2021
Q3 | $988K | Buy |
9,049
+34
| +0.4% | +$3.74K | 0.76% | 28 |
|
|
2021
Q2 | $1.02M | Sell |
9,015
-277
| -3% | -$30.9K | 0.77% | 28 |
|
|
2021
Q1 | $1.01M | Sell |
9,292
-798
| -8% | -$83.5K | 0.78% | 28 |
|
|
2020
Q4 | $927K | Sell |
10,090
-1,071
| -10% | -$88K | 0.71% | 32 |
|
|
2020
Q3 | $784K | Sell |
11,161
-33
| -0.3% | -$2.37K | 0.66% | 31 |
|
|
2020
Q2 | $764K | Buy |
11,194
+3,108
| +38% | +$196K | 0.61% | 31 |
|
|
2020
Q1 | $454K | Sell |
8,086
-194
| -2% | -$14.4K | 0.41% | 34 |
|
|
2019
Q4 | $694K | Buy |
8,280
+34
| +0.4% | +$2.73K | 0.48% | 34 |
|
|
2019
Q3 | $642K | Buy |
8,246
+27
| +0.3% | +$2.09K | 0.48% | 33 |
|
|
2019
Q2 | $643K | Sell |
8,219
-93
| -1% | -$7.22K | 0.48% | 33 |
|
|
2019
Q1 | $641K | Buy |
8,312
+1,099
| +15% | +$84.4K | 0.5% | 33 |
|
|
2018
Q4 | $500K | Sell |
7,213
-500
| -6% | -$38.6K | 0.44% | 35 |
|
|
2018
Q3 | $673K | Sell |
7,713
-96
| -1% | -$8.41K | 0.6% | 24 |
|
|
2018
Q2 | $652K | Sell |
7,809
-727
| -9% | -$59.2K | 0.64% | 23 |
|
|
2018
Q1 | $657K | Buy |
8,536
+100
| +1% | +$7.78K | 0.65% | 24 |
|
|
2017
Q4 | $648K | Buy |
+8,436
| New | +$636K | 0.63% | 24 |
|
Other funds holding IJR
