Cary Street Partners Investment 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
Q3 | $8.08K | Sell |
|
|||||
|
2025
Q2 | $8.2K | Sell |
|
|||||
|
2025
Q1 | $12.1K | Sell |
|
|||||
|
2024
Q4 | $14.5K | Sell |
|
|||||
|
2024
Q3 | $12.8M | Buy |
|
|||||
|
2024
Q2 | $11.5M | Buy |
|
|||||
|
2024
Q1 | $11.9M | Sell |
|
|||||
|
2023
Q4 | $11.8M | Buy |
|
|||||
|
2023
Q3 | $7.81M | Buy |
|
|||||
|
2023
Q2 | $6.83M | Buy |
|
|||||
|
2023
Q1 | $2.62M | Buy |
|
|||||
|
2022
Q4 | $2.48M | Sell |
|
|||||
|
2022
Q3 | $2.35M | Buy |
|
|||||
|
2022
Q2 | $2.37M | Buy |
|
|||||
|
2022
Q1 | $723K | Buy |
|
|||||
|
2021
Q4 | $648K | Buy |
|
|||||
|
2021
Q3 | $523K | Sell |
|
|||||
|
2021
Q2 | $634K | Buy |
|
|||||
|
2021
Q1 | $579K | Buy |
|
|||||
|
2020
Q4 | $380K | Sell |
|
|||||
|
2020
Q3 | $351K | Buy |
|
|||||
|
2020
Q2 | $293K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $567K | Buy |
|
|||||
|
2018
Q4 | $723K | Buy |
|