Cumberland 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
Q2 | $6.71M | Sell |
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|
2025
Q1 | $7.07M | Sell |
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|
2024
Q4 | $15.8M | Sell |
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|
2024
Q3 | $16.4M | Sell |
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|
2024
Q2 | $15.5M | Sell |
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|
2024
Q1 | $26.9M | Buy |
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|
2023
Q4 | $19.9M | Buy |
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|
2023
Q3 | $15.6M | Buy |
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|
2023
Q2 | $14.7M | Buy |
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|
2023
Q1 | $9.59M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $13.4M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $304K | Hold |
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|
2017
Q1 | $300K | Sell |
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|
2016
Q4 | $9.7M | Sell |
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|
2016
Q3 | $16.6M | Buy |
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|
2016
Q2 | $12.1M | Buy |
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