Investmark Advisory Group’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 | $286K | Buy |
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|
2025
Q2 | $262K | Buy |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $259K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $235K | Buy |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $259K | Buy |
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