Kestra Advisory Services’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 | $82.1M | Buy |
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|
2025
Q2 | $70.1M | Sell |
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|
2025
Q1 | $80.8M | Sell |
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|
2024
Q4 | $120M | Sell |
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|
2024
Q3 | $137M | Sell |
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|
2024
Q2 | $124M | Buy |
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|
2024
Q1 | $115M | Buy |
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|
2023
Q4 | $106M | Buy |
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|
2023
Q3 | $84.4M | Buy |
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|
2023
Q2 | $88.8M | Buy |
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|
2023
Q1 | $81.3M | Sell |
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|
2022
Q4 | $93M | Buy |
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|
2022
Q3 | $83M | Sell |
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|
2022
Q2 | $91.4M | Sell |
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|
2022
Q1 | $115M | Buy |
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|
2021
Q4 | $119M | Sell |
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|
2021
Q3 | $127M | Buy |
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|
2021
Q2 | $110M | Buy |
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|
2021
Q1 | $93.6M | Sell |
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|
2020
Q4 | $95.6M | Buy |
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|
2020
Q3 | $45.9M | Buy |
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