F&V Capital Management’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 | $448K | Hold |
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|
2025
Q2 | $412K | Buy |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $475K | Buy |
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|
2024
Q3 | $249K | Buy |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $277K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $262K | Sell |
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|
2018
Q4 | $374K | Buy |
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|
2018
Q3 | $424K | Buy |
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|
2018
Q2 | $347K | Sell |
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|
2018
Q1 | $338K | Buy |
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|
2017
Q4 | $308K | Buy |
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|
2017
Q3 | $263K | Sell |
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|
2017
Q2 | $273K | Buy |
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|
2017
Q1 | $242K | Buy |
|