Lowe Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
1,036
| – | – | 0.04% | 83 |
|
|
2025
Q1 | $108K | Hold |
1,036
| – | – | 0.05% | 86 |
|
|
2024
Q4 | $119K | Hold |
1,036
| – | – | 0.05% | 75 |
|
|
2024
Q3 | $121K | Hold |
1,036
| – | – | 0.05% | 69 |
|
|
2024
Q2 | $111K | Buy |
1,036
+905
| +691% | +$96.5K | 0.05% | 68 |
|
|
2024
Q1 | $14.5K | Hold |
131
| – | – | 0.01% | 185 |
|
|
2023
Q4 | $14.2K | Sell |
131
-15
| -10% | -$1.62K | 0.01% | 185 |
|
|
2023
Q3 | $13.8K | Sell |
146
-213
| -59% | -$20.1K | 0.01% | 176 |
|
|
2023
Q2 | $35.8K | Hold |
359
| – | – | 0.02% | 127 |
|
|
2023
Q1 | $34.7K | Hold |
359
| – | – | 0.02% | 123 |
|
|
2022
Q4 | $34K | Hold |
359
| – | – | 0.02% | 124 |
|
|
2022
Q3 | $31K | Hold |
359
| – | – | 0.02% | 120 |
|
|
2022
Q2 | $33K | Hold |
359
| – | – | 0.02% | 117 |
|
|
2022
Q1 | $39K | Hold |
359
| – | – | 0.02% | 118 |
|
|
2021
Q4 | $41K | Hold |
359
| – | – | 0.02% | 110 |
|
|
2021
Q3 | $39K | Hold |
359
| – | – | 0.02% | 106 |
|
|
2021
Q2 | $41K | Hold |
359
| – | – | 0.02% | 103 |
|
|
2021
Q1 | $39K | Hold |
359
| – | – | 0.02% | 99 |
|
|
2020
Q4 | $33K | Hold |
359
| – | – | 0.02% | 102 |
|
|
2020
Q3 | $25K | Hold |
359
| – | – | 0.01% | 107 |
|
|
2020
Q2 | $25K | Hold |
359
| – | – | 0.01% | 100 |
|
|
2020
Q1 | $20K | Buy |
359
+19
| +6% | +$1.06K | 0.01% | 101 |
|
|
2019
Q4 | $29K | Buy |
340
+16
| +5% | +$1.37K | 0.02% | 95 |
|
|
2019
Q3 | $25K | Buy |
324
+20
| +7% | +$1.54K | 0.01% | 102 |
|
|
2019
Q2 | $24K | Buy |
304
+17
| +6% | +$1.34K | 0.01% | 107 |
|
|
2019
Q1 | $22K | Buy |
287
+18
| +7% | +$1.38K | 0.01% | 104 |
|
|
2018
Q4 | $19K | Buy |
269
+15
| +6% | +$1.06K | 0.01% | 107 |
|
|
2018
Q3 | $22K | Buy |
254
+12
| +5% | +$1.04K | 0.01% | 110 |
|
|
2018
Q2 | $20K | Buy |
242
+16
| +7% | +$1.32K | 0.01% | 110 |
|
|
2018
Q1 | $17K | Buy |
226
+19
| +9% | +$1.43K | 0.01% | 121 |
|
|
2017
Q4 | $16K | Buy |
207
+18
| +10% | +$1.39K | 0.01% | 126 |
|
|
2017
Q3 | $14K | Buy |
189
+21
| +13% | +$1.56K | 0.01% | 131 |
|
|
2017
Q2 | $12K | Buy |
168
+22
| +15% | +$1.57K | 0.01% | 126 |
|
|
2017
Q1 | $10K | Hold |
146
| – | – | 0.01% | 134 |
|
|
2016
Q4 | $10K | Sell |
146
-50
| -26% | -$3.43K | 0.01% | 133 |
|
|
2016
Q3 | $12K | Sell |
196
-250
| -56% | -$15.3K | 0.01% | 132 |
|
|
2016
Q2 | $26K | Hold |
446
| – | – | 0.02% | 79 |
|
|
2016
Q1 | $25K | Sell |
446
-32
| -7% | -$1.79K | 0.02% | 83 |
|
|
2015
Q4 | $26K | Hold |
478
| – | – | 0.02% | 72 |
|
|
2015
Q3 | $25K | Sell |
478
-776
| -62% | -$40.6K | 0.02% | 76 |
|
|
2015
Q2 | $74K | Buy |
1,254
+300
| +31% | +$17.7K | 0.05% | 56 |
|
|
2015
Q1 | $56K | Hold |
954
| – | – | 0.04% | 65 |
|
|
2014
Q4 | $54K | Buy |
+954
| New | +$54K | 0.04% | 64 |
|