LA
Lynch & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
55,404
+257
| +0.5% | +$28.1K | 1.22% | 27 |
|
|
2025
Q1 | $5.77M | Buy |
55,147
+3,098
| +6% | +$324K | 1.25% | 29 |
|
|
2024
Q4 | $6M | Buy |
52,049
+1,597
| +3% | +$184K | 1.3% | 27 |
|
|
2024
Q3 | $5.9M | Buy |
50,452
+1,183
| +2% | +$138K | 1.25% | 27 |
|
|
2024
Q2 | $5.26M | Buy |
49,269
+1,352
| +3% | +$144K | 1.18% | 30 |
|
|
2024
Q1 | $5.3M | Buy |
47,917
+4,537
| +10% | +$501K | 1.22% | 29 |
|
|
2023
Q4 | $4.7M | Buy |
43,380
+1,689
| +4% | +$183K | 1.14% | 28 |
|
|
2023
Q3 | $3.93M | Buy |
41,691
+1,125
| +3% | +$106K | 1.04% | 33 |
|
|
2023
Q2 | $4.04M | Buy |
40,566
+242
| +0.6% | +$24.1K | 1.03% | 35 |
|
|
2023
Q1 | $3.9M | Sell |
40,324
-1,051
| -3% | -$102K | 1.02% | 34 |
|
|
2022
Q4 | $3.92M | Sell |
41,375
-7
| -0% | -$662 | 1.02% | 32 |
|
|
2022
Q3 | $3.61M | Buy |
41,382
+681
| +2% | +$59.4K | 1.06% | 35 |
|
|
2022
Q2 | $3.76M | Buy |
40,701
+350
| +0.9% | +$32.3K | 1.02% | 34 |
|
|
2022
Q1 | $4.35M | Buy |
40,351
+126
| +0.3% | +$13.6K | 1.05% | 34 |
|
|
2021
Q4 | $4.61M | Buy |
40,225
+1,031
| +3% | +$118K | 1.09% | 35 |
|
|
2021
Q3 | $4.28M | Buy |
39,194
+778
| +2% | +$85K | 1.11% | 37 |
|
|
2021
Q2 | $4.34M | Sell |
38,416
-1,056
| -3% | -$119K | 1.11% | 35 |
|
|
2021
Q1 | $4.28M | Sell |
39,472
-6,303
| -14% | -$684K | 1.16% | 34 |
|
|
2020
Q4 | $4.21M | Sell |
45,775
-3,293
| -7% | -$303K | 1.15% | 29 |
|
|
2020
Q3 | $3.45M | Sell |
49,068
-623
| -1% | -$43.8K | 1.03% | 31 |
|
|
2020
Q2 | $3.39M | Sell |
49,691
-3,737
| -7% | -$255K | 1.1% | 31 |
|
|
2020
Q1 | $3M | Sell |
53,428
-2,889
| -5% | -$162K | 1.1% | 27 |
|
|
2019
Q4 | $4.72M | Buy |
56,317
+2,466
| +5% | +$207K | 1.36% | 30 |
|
|
2019
Q3 | $4.19M | Buy |
53,851
+1,424
| +3% | +$111K | 1.28% | 30 |
|
|
2019
Q2 | $4.1M | Buy |
52,427
+1,136
| +2% | +$88.9K | 1.33% | 31 |
|
|
2019
Q1 | $3.96M | Buy |
51,291
+1,608
| +3% | +$124K | 1.31% | 31 |
|
|
2018
Q4 | $3.44M | Buy |
49,683
+1,341
| +3% | +$93K | 1.29% | 31 |
|
|
2018
Q3 | $4.22M | Buy |
48,342
+1,131
| +2% | +$98.7K | 1.42% | 29 |
|
|
2018
Q2 | $3.94M | Buy |
47,211
+538
| +1% | +$44.9K | 1.43% | 31 |
|
|
2018
Q1 | $3.59M | Buy |
46,673
+3,463
| +8% | +$267K | 1.37% | 30 |
|
|
2017
Q4 | $3.32M | Buy |
43,210
+1,411
| +3% | +$108K | 1.24% | 33 |
|
|
2017
Q3 | $3.1M | Buy |
41,799
+1,773
| +4% | +$132K | 1.23% | 31 |
|
|
2017
Q2 | $2.81M | Buy |
40,026
+3,191
| +9% | +$224K | 1.11% | 37 |
|
|
2017
Q1 | $2.55M | Buy |
36,835
+19,902
| +118% | +$1.38M | 1.04% | 37 |
|
|
2016
Q4 | $2.33M | Sell |
16,933
-174
| -1% | -$23.9K | 0.98% | 38 |
|
|
2016
Q3 | $2.12M | Buy |
17,107
+1,312
| +8% | +$163K | 0.93% | 39 |
|
|
2016
Q2 | $1.84M | Buy |
15,795
+1,149
| +8% | +$134K | 0.82% | 41 |
|
|
2016
Q1 | $1.65M | Buy |
14,646
+599
| +4% | +$67.4K | 0.78% | 45 |
|
|
2015
Q4 | $1.55M | Buy |
14,047
+2,557
| +22% | +$282K | 0.79% | 41 |
|
|
2015
Q3 | $1.22M | Buy |
11,490
+51
| +0.4% | +$5.43K | 0.68% | 48 |
|
|
2015
Q2 | $1.35M | Sell |
11,439
-125
| -1% | -$14.7K | 0.7% | 43 |
|
|
2015
Q1 | $1.37M | Buy |
+11,564
| New | +$1.37M | 0.72% | 43 |
|