Leonard Rickey Investment 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
Q3 | $493K | Sell |
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|
2025
Q2 | $461K | Sell |
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|
2025
Q1 | $410K | Sell |
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|
2024
Q4 | $566K | Sell |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $567K | Sell |
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|
2024
Q1 | $616K | Sell |
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|
2023
Q4 | $615K | Buy |
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|
2023
Q3 | $475K | Sell |
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|
2023
Q2 | $510K | Buy |
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|
2023
Q1 | $493K | Sell |
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $579K | Buy |
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|
2021
Q3 | $445K | Buy |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $342K | Buy |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7.66M | Buy |
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|
2019
Q3 | $6.87M | Buy |
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|
2019
Q2 | $6.76M | Buy |
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|
2019
Q1 | $6.58M | Buy |
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|
2018
Q4 | $5.61M | Buy |
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|
2018
Q3 | $7M | Sell |
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|
2018
Q2 | $6.7M | Buy |
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|
2018
Q1 | $6.13M | Buy |
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|
2017
Q4 | $5.77M | Buy |
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