D.L. Carlson Investment 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 | $226K | Sell |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $290K | Buy |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $268K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $215K | Hold |
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|
2021
Q1 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Hold |
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|
2018
Q2 | $213K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $225K | Sell |
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|
2015
Q4 | $352K | Buy |
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