IFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.6M | Buy |
367,119
+5,736
| +2% | +$729K | 7.47% | 4 |
|
|
2025
Q4 | $43.4M | Buy |
361,383
+8,353
| +2% | +$999K | 7.23% | 4 |
|
|
2025
Q3 | $42M | Buy |
353,030
+5,809
| +2% | +$668K | 6.84% | 4 |
|
|
2025
Q2 | $37.9M | Buy |
347,221
+55,262
| +19% | +$5.71M | 6.37% | 6 |
|
|
2025
Q1 | $30.5M | Buy |
291,959
+70,422
| +32% | +$7.95M | 5.88% | 6 |
|
|
2024
Q4 | $25.5M | Buy |
221,537
+18,276
| +9% | +$2.18M | 5.07% | 6 |
|
|
2024
Q3 | $23.8M | Buy |
203,261
+10,437
| +5% | +$1.18M | 5.08% | 7 |
|
|
2024
Q2 | $20.6M | Buy |
192,824
+13,787
| +8% | +$1.48M | 4.86% | 7 |
|
|
2024
Q1 | $19.8M | Buy |
179,037
+7,309
| +4% | +$776K | 5.12% | 7 |
|
|
2023
Q4 | $18.6M | Buy |
171,728
+8,436
| +5% | +$813K | 5.45% | 6 |
|
|
2023
Q3 | $15.4M | Buy |
163,292
+1,584
| +1% | +$158K | 5.47% | 5 |
|
|
2023
Q2 | $16.1M | Buy |
161,708
+10,453
| +7% | +$995K | 5.72% | 5 |
|
|
2023
Q1 | $14.6M | Buy |
151,255
+11,273
| +8% | +$1.13M | 5.76% | 5 |
|
|
2022
Q4 | $13.2M | Buy |
139,982
+12,261
| +10% | +$1.18M | 5.79% | 5 |
|
|
2022
Q3 | $11.1M | Buy |
127,721
+14,277
| +13% | +$1.39M | 5.64% | 5 |
|
|
2022
Q2 | $10.5M | Buy |
113,444
+10,254
| +10% | +$1.02M | 5.3% | 5 |
|
|
2022
Q1 | $11.1M | Buy |
103,190
+4,296
| +4% | +$464K | 4.92% | 5 |
|
|
2021
Q4 | $11.3M | Buy |
98,894
+3,588
| +4% | +$409K | 4.8% | 5 |
|
|
2021
Q3 | $10.4M | Buy |
95,306
+2,233
| +2% | +$246K | 4.77% | 6 |
|
|
2021
Q2 | $10.5M | Sell |
93,073
-817
| -0.9% | -$91.1K | 5.01% | 6 |
|
|
2021
Q1 | $10.2M | Sell |
93,890
-755
| -0.8% | -$79K | 5.58% | 6 |
|
|
2020
Q4 | $8.7M | Sell |
94,645
-2,240
| -2% | -$184K | 5.39% | 6 |
|
|
2020
Q3 | $6.81M | Buy |
96,885
+2,275
| +2% | +$163K | 4.81% | 6 |
|
|
2020
Q2 | $6.46M | Buy |
94,610
+41,927
| +80% | +$2.65M | 5.1% | 6 |
|
|
2020
Q1 | $2.96M | Sell |
52,683
-14,092
| -21% | -$1.05M | 2.92% | 10 |
|
|
2019
Q4 | $5.6M | Buy |
66,775
+3,641
| +6% | +$293K | 4.62% | 9 |
|
|
2019
Q3 | $4.91M | Buy |
+63,134
| New | +$4.89M | 4.58% | 8 |
|
Other funds holding IJR
