Doliver 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 | $534K | Sell |
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|
2025
Q2 | $503K | Sell |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $557K | Sell |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $506K | Hold |
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|
2023
Q1 | $491K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $231K | Buy |
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