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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $693K | Sell |
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|
2025
Q2 | $665K | Sell |
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|
2025
Q1 | $653K | Hold |
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|
2024
Q4 | $719K | Buy |
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|
2024
Q3 | $723K | Sell |
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|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $673K | Sell |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $585K | Hold |
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|
2023
Q2 | $618K | Hold |
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|
2023
Q1 | $600K | Sell |
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|
2022
Q4 | $596K | Hold |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $584K | Hold |
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|
2022
Q1 | $682K | Buy |
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|
2021
Q4 | $679K | Buy |
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|
2021
Q3 | $642K | Buy |
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|
2021
Q2 | $661K | Sell |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q4 | $522K | Hold |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $404K | Sell |
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|
2020
Q1 | $343 | Buy |
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|
2019
Q4 | $257K | Sell |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $243K | Buy |
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|
2019
Q1 | $236K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $292K | Hold |
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|
2018
Q2 | $279K | Buy |
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