Mayflower Financial 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 | $6.28M | Sell |
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|
2025
Q2 | $5.92M | Buy |
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|
2025
Q1 | $5.61M | Sell |
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|
2024
Q4 | $6.24M | Sell |
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|
2024
Q3 | $6.45M | Sell |
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|
2024
Q2 | $6.03M | Sell |
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|
2024
Q1 | $6.68M | Sell |
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|
2023
Q4 | $6.87M | Sell |
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|
2023
Q3 | $6.21M | Sell |
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|
2023
Q2 | $7.6M | Sell |
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|
2023
Q1 | $7.7M | Sell |
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|
2022
Q4 | $8.38M | Buy |
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|
2022
Q3 | $7.38M | Buy |
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|
2022
Q2 | $7.38M | Buy |
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|
2022
Q1 | $8.56M | Sell |
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|
2021
Q4 | $9.19M | Buy |
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|
2021
Q3 | $8.77M | Sell |
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|
2021
Q2 | $9.1M | Sell |
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|
2021
Q1 | $10.9M | Sell |
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|
2020
Q4 | $10.2M | Buy |
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