Capital Advisors Ltd’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
Q2 | $1.88M | Sell |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.99M | Sell |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.71M | Sell |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $895K | Buy |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $938K | Sell |
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|
2019
Q2 | $957K | Sell |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $987K | Buy |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $983K | Buy |
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|
2018
Q1 | $675K | Buy |
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|
2017
Q4 | $667K | Buy |
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|
2017
Q3 | $617K | Buy |
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|
2017
Q2 | $475K | Buy |
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|
2017
Q1 | $465K | Buy |
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|
2016
Q4 | $417K | Buy |
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|
2016
Q3 | $371K | Sell |
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|
2016
Q2 | $351K | Buy |
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|
2016
Q1 | $330K | Sell |
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|
2015
Q4 | $362K | Buy |
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|
2015
Q3 | $319K | Sell |
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|
2015
Q2 | $383K | Buy |
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|
2015
Q1 | $334K | Buy |
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|
2014
Q4 | $295K | Buy |
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|
2014
Q3 | $131K | Sell |
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|
2014
Q2 | $169K | Buy |
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|
2014
Q1 | $166K | Sell |
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|
2013
Q4 | $171K | Buy |
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