Legacy Financial Advisors’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 | $276K | Sell |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $898K | Sell |
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|
2022
Q4 | $887K | Buy |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $660K | Sell |
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|
2022
Q1 | $866K | Buy |
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|
2021
Q4 | $853K | Buy |
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|
2021
Q3 | $799K | Buy |
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|
2021
Q2 | $649K | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $954K | Sell |
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|
2020
Q3 | $781K | Sell |
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|
2020
Q2 | $809K | Buy |
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|
2020
Q1 | $749K | Sell |
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|
2019
Q4 | $1.67M | Buy |
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|
2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $1.51M | Buy |
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|
2019
Q1 | $1.47M | Buy |
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|
2018
Q4 | $944K | Sell |
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|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $1.8M | Buy |
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|
2018
Q1 | $1.35M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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