CPIA
Cornell Pochily Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
25,959
-584
| -2% | -$63.8K | 0.93% | 28 |
|
|
2025
Q1 | $2.78M | Sell |
26,543
-205
| -0.8% | -$21.4K | 0.98% | 27 |
|
|
2024
Q4 | $3.08M | Buy |
26,748
+97
| +0.4% | +$11.2K | 1.08% | 22 |
|
|
2024
Q3 | $3.12M | Sell |
26,651
-376
| -1% | -$44K | 1.08% | 22 |
|
|
2024
Q2 | $2.88M | Sell |
27,027
-1,322
| -5% | -$141K | 1.1% | 22 |
|
|
2024
Q1 | $3.13M | Buy |
28,349
+2,781
| +11% | +$307K | 1.24% | 22 |
|
|
2023
Q4 | $2.77M | Sell |
25,568
-286
| -1% | -$31K | 1.15% | 21 |
|
|
2023
Q3 | $2.44M | Buy |
25,854
+1,033
| +4% | +$97.4K | 1.06% | 22 |
|
|
2023
Q2 | $2.47M | Buy |
24,821
+151
| +0.6% | +$15K | 1.02% | 24 |
|
|
2023
Q1 | $2.39M | Sell |
24,670
-2,105
| -8% | -$204K | 1.02% | 24 |
|
|
2022
Q4 | $2.53M | Sell |
26,775
-2,805
| -9% | -$265K | 1.13% | 21 |
|
|
2022
Q3 | $2.58M | Buy |
29,580
+705
| +2% | +$61.5K | 1.13% | 23 |
|
|
2022
Q2 | $2.67M | Buy |
28,875
+180
| +0.6% | +$16.6K | 1.19% | 22 |
|
|
2022
Q1 | $3.1M | Buy |
28,695
+3,154
| +12% | +$340K | 1.21% | 22 |
|
|
2021
Q4 | $2.93M | Buy |
25,541
+1,583
| +7% | +$181K | 1.14% | 23 |
|
|
2021
Q3 | $2.62M | Buy |
23,958
+1,113
| +5% | +$122K | 1.13% | 25 |
|
|
2021
Q2 | $2.58M | Buy |
22,845
+1,484
| +7% | +$168K | 1.13% | 26 |
|
|
2021
Q1 | $2.32M | Sell |
21,361
-115
| -0.5% | -$12.5K | 1.11% | 26 |
|
|
2020
Q4 | $1.97M | Buy |
21,476
+1,889
| +10% | +$174K | 0.95% | 29 |
|
|
2020
Q3 | $1.38M | Buy |
19,587
+1,169
| +6% | +$82.1K | 0.79% | 34 |
|
|
2020
Q2 | $1.26M | Sell |
18,418
-1,054
| -5% | -$72K | 0.78% | 37 |
|
|
2020
Q1 | $1.09M | Sell |
19,472
-1,040
| -5% | -$58.4K | 0.81% | 33 |
|
|
2019
Q4 | $1.72M | Buy |
20,512
+752
| +4% | +$63.1K | 1.03% | 25 |
|
|
2019
Q3 | $1.54M | Sell |
19,760
-1,102
| -5% | -$85.8K | 0.98% | 28 |
|
|
2019
Q2 | $1.63K | Buy |
20,862
+2,128
| +11% | +$167 | 0.41% | 34 |
|
|
2019
Q1 | $1.45M | Sell |
18,734
-275
| -1% | -$21.2K | 0.99% | 31 |
|
|
2018
Q4 | $1.32M | Buy |
19,009
+2,198
| +13% | +$152K | 0.85% | 34 |
|
|
2018
Q3 | $1.47M | Buy |
16,811
+517
| +3% | +$45.1K | 0.99% | 30 |
|
|
2018
Q2 | $1.35M | Buy |
16,294
+894
| +6% | +$74.1K | 0.93% | 29 |
|
|
2018
Q1 | $1.19M | Buy |
15,400
+1,404
| +10% | +$108K | 0.84% | 32 |
|
|
2017
Q4 | $1.08M | Buy |
+13,996
| New | +$1.08M | 0.69% | 41 |
|