J.W. Cole Advisors’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 | $8.66M | Sell |
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|
2025
Q2 | $8.48M | Buy |
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|
2025
Q1 | $5.43M | Sell |
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|
2024
Q4 | $6.72M | Buy |
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|
2024
Q3 | $6.75M | Sell |
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|
2024
Q2 | $6.22M | Sell |
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|
2024
Q1 | $7.02M | Sell |
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|
2023
Q4 | $7.71M | Buy |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $4.7M | Sell |
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|
2023
Q1 | $4.83M | Sell |
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|
2022
Q4 | $5.06M | Sell |
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|
2022
Q3 | $4.88M | Sell |
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|
2022
Q2 | $5.35M | Buy |
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|
2022
Q1 | $5.97M | Buy |
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|
2021
Q4 | $6.16M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $5.76M | Sell |
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|
2021
Q1 | $5.96M | Buy |
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|
2020
Q4 | $4.79M | Buy |
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|
2020
Q3 | $2.88M | Sell |
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|
2020
Q2 | $3.76M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.74M | Buy |
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