Formidable 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 | $967K | Buy |
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|
2025
Q2 | $613K | Hold |
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|
2025
Q1 | $613K | Buy |
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|
2024
Q4 | $654K | Buy |
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|
2024
Q3 | $482K | Buy |
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|
2024
Q2 | $352K | Buy |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $294K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $341K | Sell |
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|
2021
Q2 | $512K | Buy |
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|
2021
Q1 | $361K | Sell |
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|
2020
Q4 | $306K | Sell |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $243K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $22K | Hold |
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|
2015
Q4 | $21K | Hold |
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|
2015
Q3 | $21K | Hold |
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|
2015
Q2 | $24K | Hold |
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|
2015
Q1 | $23K | Hold |
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|
2014
Q4 | $23K | Hold |
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|
2014
Q3 | $22K | Hold |
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|
2014
Q2 | $22K | Hold |
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|
2014
Q1 | $21K | Buy |
|