GCA
Gradient Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
6,325
-79
| -1% | -$8.63K | 0.2% | 84 |
|
|
2025
Q1 | $670K | Buy |
6,404
+1
| +0% | +$105 | 0.22% | 79 |
|
|
2024
Q4 | $738K | Buy |
6,403
+4
| +0.1% | +$461 | 0.24% | 77 |
|
|
2024
Q3 | $748K | Buy |
6,399
+2
| +0% | +$234 | 0.25% | 73 |
|
|
2024
Q2 | $682K | Buy |
6,397
+1
| +0% | +$107 | 0.24% | 72 |
|
|
2024
Q1 | $707K | Buy |
6,396
+92
| +1% | +$10.2K | 0.26% | 72 |
|
|
2023
Q4 | $682K | Sell |
6,304
-313
| -5% | -$33.9K | 0.26% | 75 |
|
|
2023
Q3 | $624K | Sell |
6,617
-63
| -0.9% | -$5.94K | 0.26% | 72 |
|
|
2023
Q2 | $666K | Buy |
6,680
+1
| +0% | +$100 | 0.27% | 72 |
|
|
2023
Q1 | $646K | Buy |
6,679
+1
| +0% | +$97 | 0.27% | 72 |
|
|
2022
Q4 | $632K | Buy |
6,678
+3
| +0% | +$284 | 0.29% | 71 |
|
|
2022
Q3 | $582K | Sell |
6,675
-188
| -3% | -$16.4K | 0.28% | 74 |
|
|
2022
Q2 | $634K | Buy |
6,863
+2
| +0% | +$185 | 0.3% | 70 |
|
|
2022
Q1 | $740K | Hold |
6,861
| – | – | 0.31% | 64 |
|
|
2021
Q4 | $786K | Sell |
6,861
-197
| -3% | -$22.6K | 0.33% | 65 |
|
|
2021
Q3 | $771K | Sell |
7,058
-36
| -0.5% | -$3.93K | 0.35% | 61 |
|
|
2021
Q2 | $801K | Sell |
7,094
-237
| -3% | -$26.8K | 0.38% | 56 |
|
|
2021
Q1 | $796K | Buy |
7,331
+18
| +0.2% | +$1.95K | 0.42% | 53 |
|
|
2020
Q4 | $672K | Sell |
7,313
-22
| -0.3% | -$2.02K | 0.38% | 57 |
|
|
2020
Q3 | $515K | Sell |
7,335
-221
| -3% | -$15.5K | 0.32% | 63 |
|
|
2020
Q2 | $516K | Hold |
7,556
| – | – | 0.35% | 60 |
|
|
2020
Q1 | $424K | Sell |
7,556
-34
| -0.4% | -$1.91K | 0.34% | 62 |
|
|
2019
Q4 | $636K | Sell |
7,590
-159
| -2% | -$13.3K | 0.44% | 50 |
|
|
2019
Q3 | $603K | Hold |
7,749
| – | – | 0.45% | 49 |
|
|
2019
Q2 | $607K | Hold |
7,749
| – | – | 0.47% | 48 |
|
|
2019
Q1 | $598K | Sell |
7,749
-286
| -4% | -$22.1K | 0.48% | 45 |
|
|
2018
Q4 | $557K | Buy |
8,035
+161
| +2% | +$11.2K | 0.48% | 44 |
|
|
2018
Q3 | $687K | Sell |
7,874
-304
| -4% | -$26.5K | 0.58% | 36 |
|
|
2018
Q2 | $683K | Hold |
8,178
| – | – | 0.63% | 35 |
|
|
2018
Q1 | $630K | Buy |
8,178
+1
| +0% | +$77 | 0.63% | 34 |
|
|
2017
Q4 | $628K | Buy |
+8,177
| New | +$628K | 0.64% | 34 |
|