Curtis 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 | $311K | Sell |
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|
2025
Q2 | $289K | Hold |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $308K | Sell |
|
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $306K | Buy |
|
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $313K | Buy |
|
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|
2023
Q3 | $268K | Hold |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $306K | Hold |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $249K | Buy |
|