Johnson Bixby & Associates’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 | $416K | Sell |
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|
2025
Q2 | $471K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $605K | Sell |
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|
2024
Q3 | $662K | Sell |
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|
2024
Q2 | $738K | Sell |
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|
2024
Q1 | $794K | Sell |
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|
2023
Q4 | $811K | Buy |
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|
2023
Q3 | $706K | Sell |
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|
2023
Q2 | $764K | Sell |
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|
2023
Q1 | $759K | Sell |
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|
2022
Q4 | $781K | Sell |
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|
2022
Q3 | $781K | Sell |
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|
2022
Q2 | $837K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.07M | Buy |
|