Gradient Capital Advisors’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 | $752K | Buy |
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|
2025
Q2 | $691K | Sell |
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|
2025
Q1 | $670K | Buy |
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|
2024
Q4 | $738K | Buy |
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|
2024
Q3 | $748K | Buy |
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|
2024
Q2 | $682K | Buy |
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|
2024
Q1 | $707K | Buy |
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|
2023
Q4 | $682K | Sell |
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|
2023
Q3 | $624K | Sell |
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|
2023
Q2 | $666K | Buy |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $632K | Buy |
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|
2022
Q3 | $582K | Sell |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $740K | Hold |
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|
2021
Q4 | $786K | Sell |
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|
2021
Q3 | $771K | Sell |
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|
2021
Q2 | $801K | Sell |
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|
2021
Q1 | $796K | Buy |
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|
2020
Q4 | $672K | Sell |
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|
2020
Q3 | $515K | Sell |
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|
2020
Q2 | $516K | Hold |
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|
2020
Q1 | $424K | Sell |
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|
2019
Q4 | $636K | Sell |
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|
2019
Q3 | $603K | Hold |
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|
2019
Q2 | $607K | Hold |
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|
2019
Q1 | $598K | Sell |
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|
2018
Q4 | $557K | Buy |
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|
2018
Q3 | $687K | Sell |
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|
2018
Q2 | $683K | Hold |
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|
2018
Q1 | $630K | Buy |
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|
2017
Q4 | $628K | Buy |
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