Integrated Advisors Network’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Sell |
61,989
-736
| -1% | -$80.4K | 0.31% | 80 |
|
|
2025
Q1 | $6.56M | Sell |
62,725
-5,550
| -8% | -$580K | 0.33% | 71 |
|
|
2024
Q4 | $7.87M | Buy |
68,275
+2,577
| +4% | +$297K | 0.38% | 55 |
|
|
2024
Q3 | $7.68M | Buy |
65,698
+405
| +0.6% | +$47.4K | 0.36% | 65 |
|
|
2024
Q2 | $6.96M | Buy |
65,293
+213
| +0.3% | +$22.7K | 0.36% | 66 |
|
|
2024
Q1 | $7.19M | Sell |
65,080
-40,467
| -38% | -$4.47M | 0.37% | 67 |
|
|
2023
Q4 | $11.4M | Buy |
105,547
+695
| +0.7% | +$75.2K | 0.65% | 23 |
|
|
2023
Q3 | $9.89M | Sell |
104,852
-1,861
| -2% | -$176K | 0.6% | 29 |
|
|
2023
Q2 | $10.6M | Buy |
106,713
+429
| +0.4% | +$42.8K | 0.61% | 31 |
|
|
2023
Q1 | $10.3M | Buy |
106,284
+6,018
| +6% | +$582K | 0.62% | 30 |
|
|
2022
Q4 | $9.49M | Sell |
100,266
-7,251
| -7% | -$686K | 0.61% | 36 |
|
|
2022
Q3 | $9.37M | Buy |
107,517
+25,507
| +31% | +$2.22M | 0.64% | 34 |
|
|
2022
Q2 | $7.58M | Sell |
82,010
-226
| -0.3% | -$20.9K | 0.49% | 44 |
|
|
2022
Q1 | $8.87M | Buy |
82,236
+6,035
| +8% | +$651K | 0.52% | 40 |
|
|
2021
Q4 | $8.73M | Sell |
76,201
-4,202
| -5% | -$481K | 0.51% | 41 |
|
|
2021
Q3 | $8.78M | Buy |
80,403
+2,267
| +3% | +$248K | 0.58% | 35 |
|
|
2021
Q2 | $8.83M | Buy |
78,136
+20,571
| +36% | +$2.32M | 0.65% | 32 |
|
|
2021
Q1 | $6.25M | Buy |
57,565
+34,713
| +152% | +$3.77M | 0.57% | 38 |
|
|
2020
Q4 | $2.1M | Sell |
22,852
-1,009
| -4% | -$92.7K | 0.23% | 125 |
|
|
2020
Q3 | $1.68M | Buy |
23,861
+3,070
| +15% | +$216K | 0.21% | 125 |
|
|
2020
Q2 | $1.42M | Buy |
20,791
+17,081
| +460% | +$1.17M | 0.17% | 153 |
|
|
2020
Q1 | $208K | Sell |
3,710
-2,847
| -43% | -$160K | 0.04% | 345 |
|
|
2019
Q4 | $550K | Buy |
+6,557
| New | +$550K | 0.07% | 234 |
|