Collective Family Office’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 | $599K | Buy |
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|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $265K | Buy |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $722K | Sell |
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|
2022
Q1 | $922K | Buy |
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|
2021
Q4 | $947K | Sell |
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|
2021
Q3 | $965K | Sell |
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|
2021
Q2 | $1.01M | Hold |
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|
2021
Q1 | $972K | Hold |
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|
2020
Q4 | $823K | Buy |
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