Elevated Capital 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 | $294K | Hold |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.57M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $957K | Buy |
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|
2020
Q3 | $784K | Sell |
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|
2020
Q2 | $730K | Buy |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q1 | $425K | Buy |
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