Lynch & Associates’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 | $6.82M | Buy |
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|
2025
Q2 | $6.06M | Buy |
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|
2025
Q1 | $5.77M | Buy |
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|
2024
Q4 | $6M | Buy |
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|
2024
Q3 | $5.9M | Buy |
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|
2024
Q2 | $5.26M | Buy |
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|
2024
Q1 | $5.3M | Buy |
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|
2023
Q4 | $4.7M | Buy |
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|
2023
Q3 | $3.93M | Buy |
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|
2023
Q2 | $4.04M | Buy |
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|
2023
Q1 | $3.9M | Sell |
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|
2022
Q4 | $3.92M | Sell |
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|
2022
Q3 | $3.61M | Buy |
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|
2022
Q2 | $3.76M | Buy |
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|
2022
Q1 | $4.35M | Buy |
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|
2021
Q4 | $4.61M | Buy |
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|
2021
Q3 | $4.28M | Buy |
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|
2021
Q2 | $4.34M | Sell |
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|
2021
Q1 | $4.28M | Sell |
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|
2020
Q4 | $4.21M | Sell |
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|
2020
Q3 | $3.45M | Sell |
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|
2020
Q2 | $3.39M | Sell |
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|
2020
Q1 | $3M | Sell |
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|
2019
Q4 | $4.72M | Buy |
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|
2019
Q3 | $4.19M | Buy |
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|
2019
Q2 | $4.1M | Buy |
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|
2019
Q1 | $3.96M | Buy |
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|
2018
Q4 | $3.44M | Buy |
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|
2018
Q3 | $4.22M | Buy |
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|
2018
Q2 | $3.94M | Buy |
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|
2018
Q1 | $3.59M | Buy |
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|
2017
Q4 | $3.32M | Buy |
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|
2017
Q3 | $3.1M | Buy |
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|
2017
Q2 | $2.81M | Buy |
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|
2017
Q1 | $2.55M | Buy |
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|
2016
Q4 | $2.33M | Sell |
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|
2016
Q3 | $2.12M | Buy |
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|
2016
Q2 | $1.84M | Buy |
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|
2016
Q1 | $1.65M | Buy |
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|
2015
Q4 | $1.55M | Buy |
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|
2015
Q3 | $1.22M | Buy |
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|
2015
Q2 | $1.35M | Sell |
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|
2015
Q1 | $1.36M | Buy |
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