Moody Lynn & Lieberson’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $729K | Sell |
5,862
-40
| -0.7% | -$5.08K | 0.04% | 137 |
|
|
2025
Q4 | $709K | Buy |
5,902
+68
| +1% | +$8.13K | 0.04% | 143 |
|
|
2025
Q3 | $693K | Sell |
5,834
-254
| -4% | -$29.2K | 0.04% | 149 |
|
|
2025
Q2 | $665K | Sell |
6,088
-152
| -2% | -$15.7K | 0.04% | 157 |
|
|
2025
Q1 | $653K | Hold |
6,240
| – | – | 0.04% | 153 |
|
|
2024
Q4 | $719K | Buy |
6,240
+62
| +1% | +$7.41K | 0.04% | 140 |
|
|
2024
Q3 | $723K | Sell |
6,178
-6
| -0.1% | -$678 | 0.04% | 151 |
|
|
2024
Q2 | $660K | Buy |
6,184
+98
| +2% | +$10.5K | 0.04% | 143 |
|
|
2024
Q1 | $673K | Sell |
6,086
-102
| -2% | -$10.8K | 0.05% | 142 |
|
|
2023
Q4 | $670K | Sell |
6,188
-18
| -0.3% | -$1.74K | 0.05% | 141 |
|
|
2023
Q3 | $585K | Hold |
6,206
| – | – | 0.05% | 133 |
|
|
2023
Q2 | $618K | Hold |
6,206
| – | – | 0.05% | 136 |
|
|
2023
Q1 | $600K | Sell |
6,206
-98
| -2% | -$9.8K | 0.05% | 140 |
|
|
2022
Q4 | $596K | Hold |
6,304
| – | – | 0.05% | 143 |
|
|
2022
Q3 | $550K | Sell |
6,304
-18
| -0.3% | -$1.75K | 0.05% | 137 |
|
|
2022
Q2 | $584K | Hold |
6,322
| – | – | 0.05% | 138 |
|
|
2022
Q1 | $682K | Buy |
6,322
+390
| +7% | +$42.1K | 0.05% | 137 |
|
|
2021
Q4 | $679K | Buy |
5,932
+56
| +1% | +$6.38K | 0.05% | 152 |
|
|
2021
Q3 | $642K | Buy |
5,876
+21
| +0.4% | +$2.31K | 0.05% | 143 |
|
|
2021
Q2 | $661K | Sell |
5,855
-61
| -1% | -$6.8K | 0.05% | 138 |
|
|
2021
Q1 | $642K | Buy |
5,916
+238
| +4% | +$24.9K | 0.05% | 138 |
|
|
2020
Q4 | $522K | Hold |
5,678
| – | – | 0.04% | 146 |
|
|
2020
Q3 | $399K | Sell |
5,678
-235
| -4% | -$16.8K | 0.04% | 148 |
|
|
2020
Q2 | $404K | Sell |
5,913
-200
| -3% | -$12.6K | 0.04% | 138 |
|
|
2020
Q1 | $343 | Buy |
6,113
+3,050
| +100% | +$227K | 0.05% | 131 |
|
|
2019
Q4 | $257K | Sell |
3,063
-42
| -1% | -$3.38K | 0.02% | 194 |
|
|
2019
Q3 | $242K | Hold |
3,105
| – | – | 0.03% | 173 |
|
|
2019
Q2 | $243K | Buy |
3,105
+42
| +1% | +$3.26K | 0.03% | 182 |
|
|
2019
Q1 | $236K | Buy |
+3,063
| New | +$235K | 0.03% | 181 |
|
|
2018
Q4 | – | Sell |
-3,346
| Closed | -$292K | – | 203 |
|
|
2018
Q3 | $292K | Hold |
3,346
| – | – | 0.03% | 185 |
|
|
2018
Q2 | $279K | Buy |
+3,346
| New | +$273K | 0.03% | 190 |
|
Other funds holding IJR
