Horan 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
Q1 | $641K | Buy |
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|
2024
Q4 | $668K | Hold |
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|
2024
Q3 | $678K | Hold |
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|
2024
Q2 | $618K | Hold |
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|
2024
Q1 | $641K | Hold |
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|
2023
Q4 | $627K | Buy |
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|
2023
Q3 | $343K | Hold |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $454K | Sell |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $129K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $154K | Hold |
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|
2019
Q3 | $143K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $142K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Hold |
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|
2018
Q2 | $212K | Hold |
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|
2018
Q1 | $196K | Hold |
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|
2017
Q4 | $195K | Sell |
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|
2017
Q3 | $248K | Buy |
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|
2017
Q2 | $206K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $415K | Buy |
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