Certified Advisory Corp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
54,753
-2,183
| -4% | -$239K | 0.62% | 52 |
|
|
2025
Q1 | $5.95M | Sell |
56,936
-23,227
| -29% | -$2.43M | 0.67% | 46 |
|
|
2024
Q4 | $9.24M | Buy |
80,163
+223
| +0.3% | +$25.7K | 1% | 27 |
|
|
2024
Q3 | $9.35M | Sell |
79,940
-300
| -0.4% | -$35.1K | 1.04% | 25 |
|
|
2024
Q2 | $8.56M | Sell |
80,240
-253
| -0.3% | -$27K | 1.07% | 24 |
|
|
2024
Q1 | $8.9M | Buy |
80,493
+789
| +1% | +$87.2K | 1.24% | 17 |
|
|
2023
Q4 | $8.63M | Buy |
79,704
+2,071
| +3% | +$224K | 1.31% | 17 |
|
|
2023
Q3 | $7.32M | Sell |
77,633
-15,158
| -16% | -$1.43M | 1.35% | 14 |
|
|
2023
Q2 | $9.25M | Sell |
92,791
-5,972
| -6% | -$595K | 1.7% | 13 |
|
|
2023
Q1 | $9.55M | Sell |
98,763
-3,015
| -3% | -$292K | 1.7% | 11 |
|
|
2022
Q4 | $9.63M | Buy |
101,778
+440
| +0.4% | +$41.6K | 1.9% | 12 |
|
|
2022
Q3 | $8.84M | Buy |
101,338
+4,035
| +4% | +$352K | 2.02% | 9 |
|
|
2022
Q2 | $8.99M | Buy |
97,303
+5,208
| +6% | +$481K | 2% | 8 |
|
|
2022
Q1 | $9.94M | Buy |
92,095
+27,364
| +42% | +$2.95M | 2.11% | 8 |
|
|
2021
Q4 | $7.41M | Buy |
64,731
+4,471
| +7% | +$512K | 1.63% | 11 |
|
|
2021
Q3 | $6.58M | Sell |
60,260
-7,731
| -11% | -$844K | 1.6% | 12 |
|
|
2021
Q2 | $7.68M | Sell |
67,991
-811
| -1% | -$91.6K | 1.93% | 11 |
|
|
2021
Q1 | $7.47M | Buy |
+68,802
| New | +$7.47M | 1.94% | 10 |
|
|
2020
Q2 | $5.7M | Sell |
83,471
-24,217
| -22% | -$1.65M | 1.89% | 9 |
|
|
2020
Q1 | $6.04M | Sell |
107,688
-18,845
| -15% | -$1.06M | 2.39% | 9 |
|
|
2019
Q4 | $10.6M | Sell |
126,533
-1,729
| -1% | -$145K | 3.39% | 3 |
|
|
2019
Q3 | $9.98M | Buy |
128,262
+1,957
| +2% | +$152K | 3.47% | 3 |
|
|
2019
Q2 | $9.89M | Buy |
126,305
+131
| +0.1% | +$10.3K | 3.68% | 3 |
|
|
2019
Q1 | $9.73M | Buy |
126,174
+13,724
| +12% | +$1.06M | 4.09% | 3 |
|
|
2018
Q4 | $7.8M | Buy |
112,450
+3,701
| +3% | +$257K | 4.04% | 2 |
|
|
2018
Q3 | $9.49M | Buy |
108,749
+3,202
| +3% | +$279K | 4.39% | 2 |
|
|
2018
Q2 | $8.81M | Buy |
105,547
+3,266
| +3% | +$273K | 4.9% | 1 |
|
|
2018
Q1 | $7.88M | Buy |
102,281
+48,809
| +91% | +$3.76M | 4.67% | 1 |
|
|
2017
Q4 | $4.11M | Buy |
+53,472
| New | +$4.11M | 2.95% | 4 |
|