Colton Groome Financial 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 | $904K | Sell |
|
|||||
|
2025
Q2 | $834K | Sell |
|
|||||
|
2025
Q1 | $870K | Buy |
|
|||||
|
2024
Q4 | $480K | Buy |
|
|||||
|
2024
Q3 | $449K | Buy |
|
|||||
|
2024
Q2 | $312K | Sell |
|
|||||
|
2024
Q1 | $341K | Sell |
|
|||||
|
2023
Q4 | $670K | Sell |
|
|||||
|
2023
Q3 | $978K | Sell |
|
|||||
|
2023
Q2 | $2.66M | Buy |
|
|||||
|
2023
Q1 | $1.51M | Sell |
|
|||||
|
2022
Q4 | $6.97M | Buy |
|
|||||
|
2022
Q3 | $4.93M | Sell |
|
|||||
|
2022
Q2 | $5.41M | Buy |
|
|||||
|
2022
Q1 | $5.46M | Buy |
|
|||||
|
2021
Q4 | $387K | Sell |
|
|||||
|
2021
Q3 | $370K | Hold |
|
|||||
|
2021
Q2 | $383K | Sell |
|
|||||
|
2021
Q1 | $386K | Sell |
|
|||||
|
2020
Q4 | $393K | Sell |
|
|||||
|
2020
Q3 | $485K | Sell |
|
|||||
|
2020
Q2 | $565K | Sell |
|
|||||
|
2020
Q1 | $531K | Sell |
|
|||||
|
2019
Q4 | $882K | Sell |
|
|||||
|
2019
Q3 | $897K | Buy |
|
|||||
|
2019
Q2 | $865K | Buy |
|