Investment Partners’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 | $219K | Buy |
|
|||||
|
2025
Q2 | $201K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $300K | Buy |
|
|||||
|
2024
Q3 | $304K | Buy |
|
|||||
|
2024
Q2 | $277K | Buy |
|
|||||
|
2024
Q1 | $287K | Sell |
|
|||||
|
2023
Q4 | $281K | Buy |
|
|||||
|
2023
Q3 | $245K | Sell |
|
|||||
|
2023
Q2 | $322K | Buy |
|
|||||
|
2023
Q1 | $313K | Buy |
|
|||||
|
2022
Q4 | $306K | Sell |
|
|||||
|
2022
Q3 | $434K | Buy |
|
|||||
|
2022
Q2 | $295K | Buy |
|
|||||
|
2022
Q1 | $345K | Buy |
|
|||||
|
2021
Q4 | $366K | Sell |
|
|||||
|
2021
Q3 | $356K | Buy |
|
|||||
|
2021
Q2 | $307K | Hold |
|
|||||
|
2021
Q1 | $295K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $295K | Buy |
|
|||||
|
2019
Q3 | $274K | Buy |
|
|||||
|
2019
Q2 | $275K | Buy |
|
|||||
|
2019
Q1 | $222K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $322 | Buy |
|
|||||
|
2018
Q2 | $255K | Hold |
|
|||||
|
2018
Q1 | $235K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $18K | Buy |
|