Capstone Financial Advisors’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 | $413K | Sell |
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|
2025
Q2 | $485K | Buy |
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|
2025
Q1 | $298K | Buy |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $333K | Buy |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $241K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $201K | Buy |
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