DA
Doliver 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 | $503K | Sell |
4,602
-197
| -4% | -$21.5K | 0.14% | 107 |
|
|
2025
Q1 | $502K | Buy |
4,799
+227
| +5% | +$23.7K | 0.14% | 101 |
|
|
2024
Q4 | $527K | Sell |
4,572
-110
| -2% | -$12.7K | 0.15% | 96 |
|
|
2024
Q3 | $548K | Sell |
4,682
-361
| -7% | -$42.2K | 0.15% | 89 |
|
|
2024
Q2 | $538K | Sell |
5,043
-1
| -0% | -$107 | 0.15% | 88 |
|
|
2024
Q1 | $557K | Sell |
5,044
-2
| -0% | -$221 | 0.16% | 90 |
|
|
2023
Q4 | $546K | Sell |
5,046
-100
| -2% | -$10.8K | 0.17% | 83 |
|
|
2023
Q3 | $485K | Buy |
5,146
+70
| +1% | +$6.6K | 0.15% | 88 |
|
|
2023
Q2 | $506K | Hold |
5,076
| – | – | 0.15% | 94 |
|
|
2023
Q1 | $491K | Buy |
+5,076
| New | +$491K | 0.15% | 89 |
|
|
2021
Q4 | – | Sell |
-2,115
| Closed | -$231K | – | 168 |
|
|
2021
Q3 | $231K | Buy |
+2,115
| New | +$231K | 0.08% | 148 |
|