Moisand Fitzgerald Tamayo’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
Q2 | $876K | Sell |
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|
2025
Q1 | $871K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $892K | Sell |
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|
2024
Q1 | $930K | Sell |
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|
2023
Q4 | $926K | Sell |
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|
2023
Q3 | $830K | Sell |
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|
2023
Q2 | $884K | Buy |
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|
2023
Q1 | $838K | Sell |
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|
2022
Q4 | $832K | Buy |
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|
2022
Q3 | $766K | Buy |
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|
2022
Q2 | $812K | Buy |
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|
2022
Q1 | $794K | Sell |
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|
2021
Q4 | $986K | Buy |
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|
2021
Q3 | $940K | Buy |
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|
2021
Q2 | $972K | Sell |
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|
2021
Q1 | $938K | Sell |
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|
2020
Q4 | $798K | Buy |
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|
2020
Q3 | $610K | Sell |
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|
2020
Q2 | $625K | Sell |
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|
2020
Q1 | $549K | Sell |
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|
2019
Q4 | $939K | Sell |
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|
2019
Q3 | $875K | Sell |
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|
2019
Q2 | $885K | Sell |
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|
2019
Q1 | $874K | Sell |
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|
2018
Q4 | $797K | Buy |
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|
2018
Q3 | $999K | Sell |
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|
2018
Q2 | $964K | Sell |
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|
2018
Q1 | $909K | Sell |
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|
2017
Q4 | $922K | Sell |
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|
2017
Q3 | $914K | Sell |
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|
2017
Q2 | $869K | Buy |
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|
2017
Q1 | $832K | Sell |
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|
2016
Q4 | $870K | Sell |
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|
2016
Q3 | $796K | Sell |
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|
2016
Q2 | $748K | Buy |
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|
2016
Q1 | $724K | Sell |
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|
2015
Q4 | $732K | Buy |
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