Lion Street 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 | $674K | Buy |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $552K | Sell |
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|
2024
Q4 | $625K | Buy |
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|
2024
Q3 | $610K | Buy |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $538K | Hold |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $690K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $263K | Buy |
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|
2021
Q2 | $9.04K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $130K | Sell |
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|
2019
Q4 | $329K | Buy |
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