Financial Advocates Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Financial Advocates Investment Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.6M	Buy	+105,945	New	+$11.6M	0.94%	25
2025 Q1	–	Sell	-85,613	Closed	-$9.86M	–	736
2024 Q4	$9.86M	Sell	85,613 -14,158	-14%	-$1.63M	0.56%	37
2024 Q3	$12.6M	Buy	99,771 +16,795	+20%	+$2.12M	0.71%	28
2024 Q2	$8.85M	Buy	82,976 +13,129	+19%	+$1.4M	0.55%	38
2024 Q1	$7.56M	Buy	69,847 +3,650	+6%	+$395K	0.44%	56
2023 Q4	$7.23M	Sell	66,197 -3,913	-6%	-$428K	0.47%	51
2023 Q3	$6.55M	Sell	70,110 -285	-0.4%	-$26.6K	0.47%	47
2023 Q2	$7.01M	Buy	70,395 +1,998	+3%	+$199K	0.5%	45
2023 Q1	$6.61M	Buy	68,397 +8,906	+15%	+$861K	0.48%	38
2022 Q4	$5.63M	Buy	59,491 +5,101	+9%	+$483K	0.42%	52
2022 Q3	$4.74M	Buy	54,390 +22,850	+72%	+$1.99M	0.39%	61
2022 Q2	$2.92M	Sell	31,540 -14,107	-31%	-$1.3M	0.24%	111
2022 Q1	$4.92M	Sell	45,647 -4,139	-8%	-$446K	0.32%	75
2021 Q4	$5.7M	Buy	49,786 +12,496	+34%	+$1.43M	0.36%	55
2021 Q3	$4.07M	Buy	37,290 +4,837	+15%	+$528K	0.28%	92
2021 Q2	$3.67M	Sell	32,453 -14,578	-31%	-$1.65M	0.24%	92
2021 Q1	$5.1M	Buy	47,031 +12,341	+36%	+$1.34M	0.36%	57
2020 Q4	$3.12M	Buy	34,690 +471	+1%	+$42.4K	0.21%	100
2020 Q3	$2.4M	Buy	34,219 +7,525	+28%	+$528K	0.21%	98
2020 Q2	$1.83M	Sell	26,694 -6,609	-20%	-$453K	0.17%	137
2020 Q1	$1.87M	Sell	33,303 -15,837	-32%	-$889K	0.27%	95
2019 Q4	$4.12M	Sell	49,140 -1,626	-3%	-$136K	0.44%	53
2019 Q3	$3.95M	Sell	50,766 -205	-0.4%	-$16K	0.45%	53
2019 Q2	$3.99M	Sell	50,971 -6,016	-11%	-$471K	0.46%	53
2019 Q1	$4.4M	Sell	56,987 -17,996	-24%	-$1.39M	0.55%	47
2018 Q4	$5.2M	Sell	74,983 -29,684	-28%	-$2.06M	0.71%	28
2018 Q3	$9.13M	Buy	104,667 +22,779	+28%	+$1.99M	1.02%	17
2018 Q2	$6.89M	Buy	81,888 +24,346	+42%	+$2.05M	0.83%	27
2018 Q1	$4.43M	Buy	57,542 +18,423	+47%	+$1.42M	0.58%	39
2017 Q4	$3M	Buy	+39,119	New	+$3M	0.41%	61