Capital Asset Advisory Services’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 | $45.4M | Buy |
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|
2025
Q2 | $38.5M | Buy |
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2025
Q1 | $36M | Buy |
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|
2024
Q4 | $38.8M | Buy |
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|
2024
Q3 | $37.5M | Buy |
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|
2024
Q2 | $31.8M | Buy |
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|
2024
Q1 | $32M | Buy |
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|
2023
Q4 | $31.8M | Buy |
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|
2023
Q3 | $27.6M | Buy |
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|
2023
Q2 | $27.6M | Buy |
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|
2023
Q1 | $26M | Buy |
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|
2022
Q4 | $25.2M | Sell |
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|
2022
Q3 | $23.3M | Sell |
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|
2022
Q2 | $28.5M | Buy |
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|
2022
Q1 | $32.4M | Buy |
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|
2021
Q4 | $34M | Buy |
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|
2021
Q3 | $32.3M | Sell |
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|
2021
Q2 | $36.3M | Buy |
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|
2021
Q1 | $26.9M | Sell |
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|
2020
Q4 | $24.5M | Sell |
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|
2020
Q3 | $19.1M | Buy |
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|
2020
Q2 | $17.9M | Buy |
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|
2020
Q1 | $12.2M | Buy |
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|
2019
Q4 | $10.8M | Buy |
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|
2019
Q3 | $9.99M | Buy |
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|
2019
Q2 | $8.67M | Buy |
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