CMA
Cedar Mountain Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4M | Buy |
223,686
+3,675
| +2% | +$402K | 5.08% | 5 |
|
|
2025
Q1 | $23M | Buy |
220,011
+2,600
| +1% | +$272K | 5.15% | 5 |
|
|
2024
Q4 | $25.1M | Buy |
217,411
+660
| +0.3% | +$76K | 5.5% | 5 |
|
|
2024
Q3 | $25.4M | Buy |
216,751
+7,035
| +3% | +$823K | 5.71% | 5 |
|
|
2024
Q2 | $22.4M | Buy |
209,716
+3,484
| +2% | +$372K | 5.52% | 5 |
|
|
2024
Q1 | $22.8M | Buy |
206,232
+999
| +0.5% | +$110K | 5.73% | 5 |
|
|
2023
Q4 | $22.2M | Sell |
205,233
-1,061
| -0.5% | -$115K | 6.01% | 5 |
|
|
2023
Q3 | $19.5M | Buy |
206,294
+285
| +0.1% | +$26.9K | 5.74% | 6 |
|
|
2023
Q2 | $20.5M | Sell |
206,009
-116
| -0.1% | -$11.6K | 5.86% | 6 |
|
|
2023
Q1 | $19.9M | Buy |
206,125
+1,048
| +0.5% | +$101K | 6% | 6 |
|
|
2022
Q4 | $19.4M | Sell |
205,077
-2,864
| -1% | -$271K | 6.09% | 6 |
|
|
2022
Q3 | $18.1M | Sell |
207,941
-2,844
| -1% | -$248K | 6.03% | 6 |
|
|
2022
Q2 | $19.5M | Buy |
210,785
+133
| +0.1% | +$12.3K | 6.67% | 6 |
|
|
2022
Q1 | $22.7M | Buy |
210,652
+504
| +0.2% | +$54.4K | 6.71% | 6 |
|
|
2021
Q4 | $24.1M | Buy |
210,148
+3,355
| +2% | +$384K | 7.38% | 6 |
|
|
2021
Q3 | $22.6M | Buy |
206,793
+7,177
| +4% | +$784K | 7.51% | 6 |
|
|
2021
Q2 | $22.6M | Sell |
199,616
-2,086
| -1% | -$236K | 7.45% | 6 |
|
|
2021
Q1 | $21.9M | Sell |
201,702
-2,039
| -1% | -$221K | 7.4% | 6 |
|
|
2020
Q4 | $18.7M | Buy |
203,741
+914
| +0.5% | +$84K | 6.69% | 7 |
|
|
2020
Q3 | $14.2M | Buy |
202,827
+372
| +0.2% | +$26.1K | 5.77% | 7 |
|
|
2020
Q2 | $13.8M | Sell |
202,455
-20,639
| -9% | -$1.41M | 5.99% | 7 |
|
|
2020
Q1 | $12.5M | Sell |
223,094
-15,798
| -7% | -$886K | 6.26% | 7 |
|
|
2019
Q4 | $20M | Buy |
+238,892
| New | +$20M | 8.08% | 5 |
|