Hudson Valley Investment 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 | $506K | Hold |
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|
2025
Q2 | $466K | Buy |
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|
2025
Q1 | $441K | Sell |
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|
2024
Q4 | $486K | Sell |
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|
2024
Q3 | $536K | Sell |
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|
2024
Q2 | $527K | Hold |
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|
2024
Q1 | $549K | Hold |
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|
2023
Q4 | $527K | Sell |
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|
2023
Q3 | $564K | Sell |
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|
2023
Q2 | $608K | Sell |
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|
2023
Q1 | $621K | Sell |
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|
2022
Q4 | $672K | Sell |
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|
2022
Q3 | $624K | Sell |
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|
2022
Q2 | $669K | Sell |
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|
2022
Q1 | $790K | Buy |
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|
2021
Q4 | $790K | Sell |
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|
2021
Q3 | $755K | Buy |
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|
2021
Q2 | $727K | Hold |
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|
2021
Q1 | $699K | Sell |
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|
2020
Q4 | $609K | Hold |
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|
2020
Q3 | $465K | Sell |
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|
2020
Q2 | $490K | Sell |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $924K | Sell |
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|
2019
Q3 | $879K | Hold |
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|
2019
Q2 | $884K | Buy |
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