Financial Perspectives’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 | $564K | Sell |
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|
2025
Q2 | $528K | Buy |
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|
2025
Q1 | $503K | Buy |
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|
2024
Q4 | $530K | Buy |
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|
2024
Q3 | $508K | Buy |
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|
2024
Q2 | $454K | Buy |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | $232K | Sell |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $156K | Buy |
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|
2020
Q3 | $118K | Hold |
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|
2020
Q2 | $115K | Hold |
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|
2020
Q1 | $94.5K | Hold |
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|
2019
Q4 | $141K | Buy |
|