CGN 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 | $411K | Sell |
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|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $389K | Buy |
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $285K | Buy |
|