Evensky & Katz’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 | $110K | Sell |
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|
2025
Q2 | $117K | Sell |
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|
2025
Q1 | $123K | Sell |
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|
2024
Q4 | $179K | Buy |
|
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|
2024
Q3 | $141K | Buy |
|
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|
2024
Q2 | $128K | Sell |
|
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|
2024
Q1 | $170K | Buy |
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|
2023
Q4 | $140K | Buy |
|
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|
2023
Q3 | $105K | Hold |
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|
2023
Q2 | $111K | Buy |
|
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|
2023
Q1 | $107K | Sell |
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|
2022
Q4 | $111K | Sell |
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|
2022
Q3 | $109K | Hold |
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|
2022
Q2 | $116K | Buy |
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|
2022
Q1 | $135K | Buy |
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|
2021
Q4 | $75K | Buy |
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|
2021
Q3 | $72K | Sell |
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|
2021
Q2 | $74K | Buy |
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|
2021
Q1 | $28K | Sell |
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|
2020
Q4 | $32K | Buy |
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|
2020
Q3 | $24K | Buy |
|
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|
2020
Q2 | $23K | Sell |
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|
2020
Q1 | $21K | Buy |
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|
2019
Q4 | $28K | Sell |
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|
2019
Q3 | $27K | Sell |
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|
2019
Q2 | $29K | Buy |
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|
2019
Q1 | $28K | Buy |
|