Jackson Grant Investment Advisers’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 | $183K | Hold |
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|
2025
Q2 | $168K | Hold |
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|
2025
Q1 | $161K | Sell |
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|
2024
Q4 | $188K | Buy |
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|
2024
Q3 | $190K | Buy |
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|
2024
Q2 | $171K | Buy |
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|
2024
Q1 | $126K | Sell |
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|
2023
Q4 | $153K | Buy |
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|
2023
Q3 | $133K | Buy |
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|
2023
Q2 | $140K | Buy |
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|
2023
Q1 | $136K | Buy |
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|
2022
Q4 | $88.8K | Buy |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $86K | Buy |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q3 | $100K | Sell |
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|
2021
Q2 | $151K | Sell |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q3 | $198K | Buy |
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|
2020
Q2 | $191K | Buy |
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|
2020
Q1 | $157K | Buy |
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|
2019
Q4 | $233K | Buy |
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|
2019
Q3 | $215K | Sell |
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|
2019
Q2 | $267K | Buy |
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|
2019
Q1 | $262K | Buy |
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|
2018
Q4 | $235K | Buy |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q2 | $246K | Sell |
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|
2018
Q1 | $258K | Buy |
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|
2017
Q4 | $257K | Buy |
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|
2017
Q3 | $246K | Buy |
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|
2017
Q2 | $232K | Buy |
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|
2017
Q1 | $228K | Buy |
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|
2016
Q4 | $227K | Buy |
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|
2016
Q3 | $203K | Hold |
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|
2016
Q2 | $190K | Buy |
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|
2016
Q1 | $183K | Sell |
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|
2015
Q4 | $215K | Buy |
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