MAS
Madden Advisory Services’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 | $3.29M | Buy |
30,106
+359
| +1% | +$39.2K | 1.4% | 21 |
|
|
2025
Q1 | $3.11M | Buy |
29,747
+324
| +1% | +$33.9K | 1.45% | 21 |
|
|
2024
Q4 | $3.39M | Buy |
29,423
+452
| +2% | +$52.1K | 1.57% | 19 |
|
|
2024
Q3 | $3.39M | Buy |
28,971
+165
| +0.6% | +$19.3K | 1.55% | 20 |
|
|
2024
Q2 | $3.07M | Buy |
28,806
+326
| +1% | +$34.8K | 1.56% | 21 |
|
|
2024
Q1 | $3.15M | Buy |
28,480
+32
| +0.1% | +$3.54K | 1.66% | 20 |
|
|
2023
Q4 | $3.08M | Sell |
28,448
-1,314
| -4% | -$142K | 1.74% | 20 |
|
|
2023
Q3 | $2.81M | Buy |
29,762
+1,114
| +4% | +$105K | 1.78% | 20 |
|
|
2023
Q2 | $2.85M | Buy |
28,648
+969
| +4% | +$96.6K | 1.85% | 15 |
|
|
2023
Q1 | $2.68M | Buy |
27,679
+92
| +0.3% | +$8.9K | 1.88% | 15 |
|
|
2022
Q4 | $2.61M | Buy |
27,587
+372
| +1% | +$35.2K | 1.95% | 16 |
|
|
2022
Q3 | $2.37M | Buy |
27,215
+93
| +0.3% | +$8.11K | 1.9% | 16 |
|
|
2022
Q2 | $2.51M | Buy |
27,122
+656
| +2% | +$60.6K | 1.9% | 17 |
|
|
2022
Q1 | $2.86M | Buy |
26,466
+566
| +2% | +$61.1K | 1.94% | 15 |
|
|
2021
Q4 | $2.97M | Sell |
25,900
-188
| -0.7% | -$21.5K | 1.95% | 14 |
|
|
2021
Q3 | $2.85M | Buy |
26,088
+999
| +4% | +$109K | 2.04% | 13 |
|
|
2021
Q2 | $2.84M | Buy |
25,089
+263
| +1% | +$29.7K | 2.1% | 12 |
|
|
2021
Q1 | $2.69M | Sell |
24,826
-1,694
| -6% | -$184K | 2.11% | 11 |
|
|
2020
Q4 | $2.44M | Sell |
26,520
-1,482
| -5% | -$136K | 2.05% | 11 |
|
|
2020
Q3 | $1.97M | Sell |
28,002
-5,322
| -16% | -$374K | 1.87% | 12 |
|
|
2020
Q2 | $2.28M | Buy |
33,324
+1,339
| +4% | +$91.4K | 2.36% | 10 |
|
|
2020
Q1 | $1.79M | Sell |
31,985
-14,489
| -31% | -$813K | 1.24% | 24 |
|
|
2019
Q4 | $3.9M | Buy |
46,474
+1,138
| +3% | +$95.4K | 2.55% | 10 |
|
|
2019
Q3 | $3.53M | Sell |
45,336
-11,667
| -20% | -$908K | 2.51% | 12 |
|
|
2019
Q2 | $4.46M | Sell |
57,003
-4,386
| -7% | -$343K | 2.78% | 9 |
|
|
2019
Q1 | $4.74M | Buy |
61,389
+2,127
| +4% | +$164K | 2.54% | 11 |
|
|
2018
Q4 | $4.11M | Buy |
59,262
+6,304
| +12% | +$437K | 2.48% | 12 |
|
|
2018
Q3 | $4.62M | Buy |
+52,958
| New | +$4.62M | 2.79% | 12 |
|
|
2017
Q2 | – | Sell |
-302
| Closed | -$20K | – | 155 |
|
|
2017
Q1 | $20K | Buy |
+302
| New | +$20K | 0.01% | 162 |
|
|
2016
Q4 | – | Sell |
-20,211
| Closed | -$2.51M | – | 83 |
|
|
2016
Q3 | $2.51M | Hold |
20,211
| – | – | 1.54% | 21 |
|
|
2016
Q2 | $2.35M | Buy |
20,211
+7,050
| +54% | +$819K | 1.45% | 22 |
|
|
2016
Q1 | $1.48M | Hold |
13,161
| – | – | 0.96% | 33 |
|
|
2015
Q4 | $1.45M | Hold |
13,161
| – | – | 0.95% | 32 |
|
|
2015
Q3 | $1.4M | Buy |
13,161
+4,235
| +47% | +$451K | 0.92% | 33 |
|
|
2015
Q2 | $1.05M | Hold |
8,926
| – | – | 0.63% | 49 |
|
|
2015
Q1 | $1.05M | Buy |
8,926
+8,775
| +5,811% | +$1.04M | 0.64% | 50 |
|
|
2014
Q4 | $17K | Hold |
151
| – | – | 0.01% | 198 |
|
|
2014
Q3 | $16K | Buy |
+151
| New | +$16K | 0.01% | 252 |
|