Laurel Wealth Advisors (North Carolina)’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
Q2 | $126M | Buy |
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|
2025
Q1 | $12.8M | Sell |
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|
2024
Q4 | $14.3M | Buy |
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|
2024
Q3 | $14.4M | Buy |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $13.3M | Buy |
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|
2023
Q4 | $12.6M | Buy |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $10.3M | Buy |
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|
2022
Q4 | $9.35M | Buy |
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|
2022
Q3 | $8.06M | Buy |
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|
2022
Q2 | $7.53M | Buy |
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|
2022
Q1 | $8.55M | Sell |
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|
2021
Q4 | $9.41M | Buy |
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|
2021
Q3 | $8.74M | Sell |
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|
2021
Q2 | $9.14M | Buy |
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|
2021
Q1 | $8.69M | Buy |
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|
2020
Q4 | $7.22M | Sell |
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|
2020
Q3 | $5.68M | Buy |
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|
2020
Q2 | $5.43M | Buy |
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|
2020
Q1 | $4.15M | Buy |
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|
2019
Q4 | $5.34M | Sell |
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|
2019
Q3 | $5M | Buy |
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|
2019
Q2 | $4.99M | Buy |
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|
2019
Q1 | $4.83M | Buy |
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|
2018
Q4 | $4.18M | Buy |
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