LVM Capital Management’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 | $864K | Buy |
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|
2025
Q2 | $734K | Sell |
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|
2025
Q1 | $706K | Sell |
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|
2024
Q4 | $784K | Hold |
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|
2024
Q3 | $726K | Hold |
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|
2024
Q2 | $726K | Sell |
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|
2024
Q1 | $753K | Hold |
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|
2023
Q4 | $738K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $239K | Hold |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $203K | Buy |
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