Cape Investment Advisory’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 | $114K | Sell |
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|
2025
Q2 | $161K | Sell |
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|
2025
Q1 | $712K | Buy |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $486K | Buy |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $40K | Sell |
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|
2023
Q3 | $103K | Sell |
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|
2023
Q2 | $119K | Sell |
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|
2023
Q1 | $120K | Buy |
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