Mogy Joel R Investment Counsel’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 | $75.8K | Hold |
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|
2025
Q2 | $69.7K | Hold |
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|
2025
Q1 | $66.7K | Hold |
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|
2024
Q4 | $73.5K | Hold |
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|
2024
Q3 | $74.6K | Sell |
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|
2024
Q2 | $137K | Hold |
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|
2024
Q1 | $142K | Hold |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $338K | Hold |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $323K | Hold |
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|
2020
Q4 | $273K | Sell |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $263K | Sell |
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|
2020
Q1 | $2.93M | Sell |
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|
2019
Q4 | $4.76M | Sell |
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|
2019
Q3 | $4.43M | Buy |
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|
2019
Q2 | $4.44M | Buy |
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|
2019
Q1 | $4.33M | Buy |
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|
2018
Q4 | $3.56M | Buy |
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|
2018
Q3 | $4.24M | Buy |
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|
2018
Q2 | $3.93M | Buy |
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|
2018
Q1 | $3.43M | Buy |
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|
2017
Q4 | $3.27M | Buy |
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|
2017
Q3 | $2.93M | Buy |
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|
2017
Q2 | $2.21M | Buy |
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|
2017
Q1 | $1.66M | Buy |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $826K | Hold |
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|
2016
Q2 | $773K | Buy |
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|
2016
Q1 | $745K | Buy |
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|
2015
Q4 | $751 | Sell |
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|
2015
Q3 | $737K | Hold |
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|
2015
Q2 | $816K | Sell |
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|
2015
Q1 | $876K | Sell |
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|
2014
Q4 | $926K | Hold |
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|
2014
Q3 | $847K | Hold |
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|
2014
Q2 | $910K | Hold |
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|
2014
Q1 | $894K | Sell |
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|
2013
Q4 | $919K | Sell |
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|
2013
Q3 | $1.04M | Sell |
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|
2013
Q2 | $950K | Buy |
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