Fi3 Financial 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 | $35.6M | Buy |
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|
2025
Q2 | $32.1M | Buy |
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|
2025
Q1 | $30M | Sell |
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|
2024
Q4 | $35.7M | Sell |
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|
2024
Q3 | $36.3M | Buy |
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|
2024
Q2 | $32.7M | Buy |
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|
2024
Q1 | $32.1M | Buy |
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|
2023
Q4 | $31.5M | Buy |
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|
2023
Q3 | $26.7M | Buy |
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|
2023
Q2 | $27M | Buy |
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|
2023
Q1 | $19.2M | Buy |
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|
2022
Q4 | $17.6M | Buy |
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|
2022
Q3 | $12.3M | Buy |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $14.2M | Sell |
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|
2021
Q4 | $15.1M | Buy |
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|
2021
Q3 | $13.5M | Buy |
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|
2021
Q2 | $13.6M | Buy |
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|
2021
Q1 | $10.3M | Buy |
|