Client 1st Advisory Group’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 | $468K | Sell |
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|
2025
Q2 | $434K | Buy |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $478K | Sell |
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|
2024
Q1 | $617K | Sell |
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|
2023
Q4 | $761K | Sell |
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|
2023
Q3 | $731K | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $983K | Buy |
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|
2022
Q3 | $351K | Buy |
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