Capital Advantage’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
$5.24M Sell
2025
Q2
$4.85M Sell
2025
Q1
$15.1M Hold
2024
Q4
$15.1M Sell
2024
Q3
$15.7M Sell
2024
Q2
$14.5M Sell
2024
Q1
$15.1M Sell
2023
Q4
$15.5M Sell
2023
Q3
$13.7M Buy
2023
Q2
$14.5M Buy
2023
Q1
$13.5M Sell
2022
Q4
$13.7M Sell
2022
Q3
$14.8M Buy
2022
Q2
$15.2M Buy
2022
Q1
$17.4M Buy
2021
Q4
$17.7M Buy
2021
Q3
$16.9M Sell
2021
Q2
$17.7M Buy
2021
Q1
$16.8M Buy
2020
Q4
$14.3M Sell
2020
Q3
$11.6M Buy
2020
Q2
$10.6M Sell
2020
Q1
$9.28M Sell
2019
Q4
$13.2M Buy