IMS Capital Management’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 | $326K | Sell |
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|
2025
Q2 | $531K | Hold |
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|
2025
Q1 | $508K | Sell |
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|
2024
Q4 | $659K | Sell |
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|
2024
Q3 | $675K | Buy |
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|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $726K | Sell |
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|
2023
Q4 | $756K | Sell |
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|
2023
Q3 | $766K | Sell |
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|
2023
Q2 | $863K | Buy |
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|
2023
Q1 | $785K | Sell |
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|
2022
Q4 | $922K | Sell |
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|
2022
Q3 | $874K | Sell |
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|
2022
Q2 | $930K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $570K | Buy |
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|
2020
Q4 | $318K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $214K | Sell |
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|
2020
Q1 | $272K | Sell |
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|
2019
Q4 | $428K | Buy |
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|
2019
Q3 | $309K | Sell |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $315K | Buy |
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|
2018
Q4 | $277K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $312K | Buy |
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|
2018
Q1 | $258K | Hold |
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|
2017
Q4 | $258K | Hold |
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|
2017
Q3 | $249K | Buy |
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|
2017
Q2 | $232K | Buy |
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