Matrix Asset Advisors’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 | $6.86M | Buy |
|
|||||
|
2025
Q2 | $5.99M | Buy |
|
|||||
|
2025
Q1 | $5.09M | Buy |
|
|||||
|
2024
Q4 | $4.86M | Buy |
|
|||||
|
2024
Q3 | $4.21M | Buy |
|
|||||
|
2024
Q2 | $3.13M | Buy |
|
|||||
|
2024
Q1 | $2.56M | Buy |
|
|||||
|
2023
Q4 | $1.7M | Buy |
|
|||||
|
2023
Q3 | $1.33M | Buy |
|
|||||
|
2023
Q2 | $931K | Buy |
|
|||||
|
2023
Q1 | $727K | Buy |
|
|||||
|
2022
Q4 | $692K | Buy |
|
|||||
|
2022
Q3 | $450K | Sell |
|
|||||
|
2022
Q2 | $504K | Buy |
|
|||||
|
2022
Q1 | $557K | Buy |
|
|||||
|
2021
Q4 | $539K | Buy |
|
|||||
|
2021
Q3 | $378K | Buy |
|
|||||
|
2021
Q2 | $212K | Buy |
|