Fermata 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
Q3 | $370K | Sell |
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|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $399K | Buy |
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|
2021
Q4 | $421K | Sell |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $380K | Buy |
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