Investment Advisory Services’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 | $1.49M | Sell |
13,642
-9,323
| -41% | -$1.02M | 0.5% | 47 |
|
|
2025
Q1 | $2.4M | Buy |
22,965
+339
| +1% | +$35.5K | 0.87% | 32 |
|
|
2024
Q4 | $2.61M | Buy |
22,626
+3,489
| +18% | +$402K | 0.92% | 29 |
|
|
2024
Q3 | $2.24M | Buy |
19,137
+634
| +3% | +$74.2K | 0.79% | 33 |
|
|
2024
Q2 | $1.97M | Buy |
18,503
+62
| +0.3% | +$6.61K | 0.72% | 33 |
|
|
2024
Q1 | $2.04M | Buy |
18,441
+438
| +2% | +$48.4K | 0.75% | 33 |
|
|
2023
Q4 | $1.95M | Buy |
18,003
+653
| +4% | +$70.7K | 0.77% | 33 |
|
|
2023
Q3 | $1.64M | Buy |
17,350
+442
| +3% | +$41.7K | 0.7% | 37 |
|
|
2023
Q2 | $1.68M | Buy |
16,908
+2,967
| +21% | +$296K | 0.71% | 35 |
|
|
2023
Q1 | $1.35M | Sell |
13,941
-523
| -4% | -$50.7K | 0.67% | 43 |
|
|
2022
Q4 | $1.37M | Sell |
14,464
-151
| -1% | -$14.3K | 0.7% | 37 |
|
|
2022
Q3 | $1.27M | Sell |
14,615
-2,953
| -17% | -$257K | 0.76% | 36 |
|
|
2022
Q2 | $1.62M | Sell |
17,568
-1,619
| -8% | -$150K | 0.94% | 32 |
|
|
2022
Q1 | $2.07M | Buy |
19,187
+223
| +1% | +$24.1K | 1.15% | 28 |
|
|
2021
Q4 | $2.17M | Buy |
18,964
+3,301
| +21% | +$378K | 1.19% | 25 |
|
|
2021
Q3 | $1.71M | Buy |
15,663
+250
| +2% | +$27.3K | 1.05% | 33 |
|
|
2021
Q2 | $1.74M | Buy |
+15,413
| New | +$1.74M | 1.07% | 33 |
|
|
2020
Q4 | $1.17M | Sell |
12,753
-587
| -4% | -$53.9K | 0.82% | 41 |
|
|
2020
Q3 | $937K | Sell |
13,340
-264
| -2% | -$18.5K | 0.74% | 42 |
|
|
2020
Q2 | $929K | Sell |
13,604
-770
| -5% | -$52.6K | 0.79% | 39 |
|
|
2020
Q1 | $806K | Sell |
14,374
-7,971
| -36% | -$447K | 0.86% | 35 |
|
|
2019
Q4 | $1.87M | Buy |
+22,345
| New | +$1.87M | 1.69% | 21 |
|