GAA
Guardian Asset 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 | $2.31M | Buy |
21,096
+1,574
| +8% | +$172K | 1.32% | 18 |
|
2025
Q1 | $2.04M | Buy |
19,522
+717
| +4% | +$75K | 1.33% | 18 |
|
2024
Q4 | $2.17M | Buy |
18,805
+892
| +5% | +$103K | 1.39% | 18 |
|
2024
Q3 | $2.09M | Sell |
17,913
-17,092
| -49% | -$2M | 1.42% | 17 |
|
2024
Q2 | $3.73M | Buy |
35,005
+5,325
| +18% | +$568K | 2.74% | 10 |
|
2024
Q1 | $3.28M | Buy |
29,680
+5,263
| +22% | +$582K | 2.72% | 9 |
|
2023
Q4 | $2.64M | Buy |
+24,417
| New | +$2.64M | 2.48% | 9 |
|