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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $337K | Buy |
2,708
+3
| +0.1% | +$381 | 0.08% | 210 |
|
|
2025
Q4 | $325K | Buy |
2,705
+9
| +0.3% | +$1.08K | 0.08% | 230 |
|
|
2025
Q3 | $320K | Sell |
2,696
-114
| -4% | -$13.1K | 0.08% | 232 |
|
|
2025
Q2 | $294K | Hold |
2,810
| – | – | 0.08% | 222 |
|
|
2025
Q1 | $294K | Sell |
2,810
-116
| -4% | -$13.1K | 0.08% | 222 |
|
|
2024
Q4 | $337K | Buy |
2,926
+2
| +0.1% | +$239 | 0.09% | 223 |
|
|
2024
Q3 | $342K | Sell |
2,924
-7
| -0.2% | -$791 | 0.09% | 236 |
|
|
2024
Q2 | $313K | Sell |
2,931
-166
| -5% | -$17.8K | 0.09% | 199 |
|
|
2024
Q1 | $342K | Sell |
3,097
-11,684
| -79% | -$1.24M | 0.1% | 153 |
|
|
2023
Q4 | $1.6M | Sell |
14,781
-802
| -5% | -$77.3K | 0.5% | 67 |
|
|
2023
Q3 | $1.47M | Sell |
15,583
-127
| -0.8% | -$12.7K | 0.5% | 70 |
|
|
2023
Q2 | $1.57M | Buy |
15,710
+745
| +5% | +$70.9K | 0.52% | 73 |
|
|
2023
Q1 | $1.45M | Buy |
14,965
+540
| +4% | +$54K | 0.52% | 72 |
|
|
2022
Q4 | $1.37M | Sell |
14,425
-976
| -6% | -$93.6K | 0.52% | 66 |
|
|
2022
Q3 | $1.34M | Buy |
+15,401
| New | +$1.5M | 0.53% | 64 |
|
|
2022
Q1 | $1.66M | Buy |
+15,358
| New | +$1.66M | 0.55% | 48 |
|
|
2021
Q3 | $1.65M | Buy |
+15,083
| New | +$1.66M | 0.57% | 48 |
|
|
2021
Q1 | $1.24M | Buy |
11,536
+1,122
| +11% | +$117K | 0.48% | 71 |
|
|
2020
Q4 | $957K | Buy |
10,414
+836
| +9% | +$68.7K | 0.41% | 77 |
|
|
2020
Q3 | $784K | Sell |
9,578
-70
| -0.7% | -$5.02K | 0.37% | 99 |
|
|
2020
Q2 | $730K | Buy |
+9,648
| New | +$609K | 0.34% | 105 |
|
|
2019
Q4 | $304K | Buy |
+3,629
| New | +$292K | 0.34% | 84 |
|
|
2019
Q1 | $425K | Buy |
+7,423
| New | +$570K | 0.28% | 110 |
|
Other funds holding IJR
