LIA
LBMC Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
154,292
+10,741
| +7% | +$1.17M | 1.2% | 14 |
|
|
2025
Q1 | $15M | Sell |
143,551
-10,253
| -7% | -$1.07M | 1.17% | 15 |
|
|
2024
Q4 | $17.7M | Sell |
153,804
-274
| -0.2% | -$31.6K | 1.4% | 10 |
|
|
2024
Q3 | $18M | Buy |
154,078
+1,509
| +1% | +$176K | 1.42% | 11 |
|
|
2024
Q2 | $16.3M | Buy |
152,569
+2,739
| +2% | +$292K | 1.41% | 10 |
|
|
2024
Q1 | $16.6M | Buy |
149,830
+2,343
| +2% | +$259K | 1.44% | 10 |
|
|
2023
Q4 | $16M | Buy |
147,487
+5,251
| +4% | +$568K | 1.52% | 10 |
|
|
2023
Q3 | $13M | Buy |
142,236
+8,685
| +7% | +$795K | 1.39% | 10 |
|
|
2023
Q2 | $13.3M | Sell |
133,551
-3,623
| -3% | -$361K | 1.31% | 11 |
|
|
2023
Q1 | $13.3M | Buy |
137,174
+4,770
| +4% | +$461K | 1.34% | 10 |
|
|
2022
Q4 | $12.5M | Sell |
132,404
-9,558
| -7% | -$905K | 1.32% | 10 |
|
|
2022
Q3 | $12.4M | Buy |
141,962
+7,854
| +6% | +$685K | 1.42% | 10 |
|
|
2022
Q2 | $12.4M | Buy |
134,108
+39,477
| +42% | +$3.65M | 1.35% | 10 |
|
|
2022
Q1 | $10.2M | Sell |
94,631
-1,461
| -2% | -$158K | 0.9% | 20 |
|
|
2021
Q4 | $11M | Buy |
96,092
+16,997
| +21% | +$1.95M | 0.95% | 16 |
|
|
2021
Q3 | $10.4K | Sell |
79,095
-18,372
| -19% | -$2.42K | 0.97% | 13 |
|
|
2021
Q2 | $11M | Buy |
97,467
+424
| +0.4% | +$47.9K | 1.05% | 12 |
|
|
2021
Q1 | $10.5M | Buy |
97,043
+15
| +0% | +$1.63K | 1.11% | 13 |
|
|
2020
Q4 | $8.92M | Buy |
97,028
+1,677
| +2% | +$154K | 1.05% | 16 |
|
|
2020
Q3 | $6.7M | Buy |
95,351
+9,819
| +11% | +$690K | 0.93% | 17 |
|
|
2020
Q2 | $5.84M | Buy |
85,532
+25,161
| +42% | +$1.72M | 0.92% | 16 |
|
|
2020
Q1 | $3.39M | Sell |
60,371
-19
| -0% | -$1.07K | 0.63% | 20 |
|
|
2019
Q4 | $5.06M | Buy |
60,390
+105
| +0.2% | +$8.81K | 0.71% | 18 |
|
|
2019
Q3 | $4.69M | Sell |
60,285
-6,330
| -10% | -$493K | 0.71% | 17 |
|
|
2019
Q2 | $5.22M | Buy |
66,615
+3,522
| +6% | +$276K | 0.79% | 15 |
|
|
2019
Q1 | $4.87M | Buy |
63,093
+3,021
| +5% | +$233K | 0.77% | 16 |
|
|
2018
Q4 | $4.16M | Buy |
60,072
+46,251
| +335% | +$3.21M | 0.77% | 16 |
|
|
2018
Q3 | $1.21M | Hold |
13,821
| – | – | 0.19% | 31 |
|
|
2018
Q2 | $1.15M | Hold |
13,821
| – | – | 0.19% | 30 |
|
|
2018
Q1 | $1.06M | Sell |
13,821
-440
| -3% | -$33.9K | 0.18% | 29 |
|
|
2017
Q4 | $1.1M | Hold |
14,261
| – | – | 0.18% | 31 |
|
|
2017
Q3 | $1.06M | Buy |
14,261
+2,091
| +17% | +$155K | 0.18% | 29 |
|
|
2017
Q2 | $853K | Hold |
12,170
| – | – | 0.15% | 33 |
|
|
2017
Q1 | $842K | Buy |
12,170
+6,616
| +119% | +$458K | 0.15% | 33 |
|
|
2016
Q4 | $764K | Hold |
5,554
| – | – | 0.14% | 36 |
|
|
2016
Q3 | $690K | Buy |
5,554
+100
| +2% | +$12.4K | 0.13% | 42 |
|
|
2016
Q2 | $634K | Buy |
5,454
+432
| +9% | +$50.2K | 0.13% | 37 |
|
|
2016
Q1 | $565K | Sell |
5,022
-897
| -15% | -$101K | 0.12% | 39 |
|
|
2015
Q4 | $652K | Buy |
+5,919
| New | +$652K | 0.14% | 34 |
|