Carson 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
Q2 | $635K | Sell |
|
|||||
|
2025
Q1 | $702K | Sell |
|
|||||
|
2024
Q4 | $800K | Buy |
|
|||||
|
2024
Q3 | $361K | Buy |
|
|||||
|
2024
Q2 | $297K | Sell |
|
|||||
|
2024
Q1 | $308K | Buy |
|
|||||
|
2023
Q4 | $237K | Sell |
|
|||||
|
2023
Q3 | $215K | Buy |
|
|||||
|
2023
Q2 | $208K | Sell |
|
|||||
|
2023
Q1 | $225K | Buy |
|
|||||
|
2022
Q4 | $213K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $212K | Buy |
|
|||||
|
2022
Q1 | $243K | Buy |
|
|||||
|
2021
Q4 | $258K | Buy |
|