Financial Gravity Asset 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 | $14.1K | Buy |
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|
2025
Q1 | $18.1K | Buy |
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|
2024
Q2 | $64.4K | Sell |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $2.5M | Buy |
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|
2023
Q2 | $838 | Buy |
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|
2023
Q1 | $776 | Buy |
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|
2022
Q4 | $31 | Buy |
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|
2022
Q3 | $11 | Sell |
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|
2022
Q2 | $12 | Sell |
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|
2022
Q1 | $14 | Sell |
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|
2021
Q4 | $2.67K | Buy |
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|
2021
Q3 | $109K | Sell |
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|
2021
Q2 | $113K | Sell |
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|
2021
Q1 | $4.31K | Buy |
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|
2020
Q4 | $2K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $14 | Sell |
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|
2019
Q4 | $105K | Sell |
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|
2019
Q3 | $56K | Sell |
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|
2019
Q2 | $60K | Sell |
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|
2019
Q1 | $85K | Buy |
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|
2018
Q3 | $26K | Buy |
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|
2018
Q2 | $9K | Buy |
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