MYIA
Mount Yale Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
37,278
-2,821
| -7% | -$308K | 0.32% | 60 |
|
|
2025
Q1 | $4.19M | Sell |
40,099
-7,753
| -16% | -$811K | 0.36% | 47 |
|
|
2024
Q4 | $5.51M | Buy |
47,852
+1,752
| +4% | +$202K | 0.45% | 33 |
|
|
2024
Q3 | $5.39M | Sell |
46,100
-968
| -2% | -$113K | 0.52% | 34 |
|
|
2024
Q2 | $5.02M | Buy |
47,068
+668
| +1% | +$71.2K | 0.4% | 48 |
|
|
2024
Q1 | $5.13M | Sell |
46,400
-17,781
| -28% | -$1.97M | 0.39% | 50 |
|
|
2023
Q4 | $6.95M | Buy |
64,181
+21,267
| +50% | +$2.3M | 0.66% | 18 |
|
|
2023
Q3 | $4.05M | Buy |
42,914
+1,177
| +3% | +$111K | 0.44% | 50 |
|
|
2023
Q2 | $4.16M | Buy |
41,737
+1,625
| +4% | +$162K | 0.44% | 49 |
|
|
2023
Q1 | $3.88M | Sell |
40,112
-35,915
| -47% | -$3.47M | 0.44% | 51 |
|
|
2022
Q4 | $7.2M | Buy |
76,027
+27,007
| +55% | +$2.56M | 0.82% | 18 |
|
|
2022
Q3 | $4.27M | Buy |
49,020
+8,473
| +21% | +$739K | 0.57% | 40 |
|
|
2022
Q2 | $3.75M | Sell |
40,547
-3,370
| -8% | -$311K | 0.47% | 49 |
|
|
2022
Q1 | $4.74M | Sell |
43,917
-9,790
| -18% | -$1.06M | 0.52% | 45 |
|
|
2021
Q4 | $6.15M | Buy |
53,707
+13,264
| +33% | +$1.52M | 0.64% | 31 |
|
|
2021
Q3 | $4.42M | Buy |
40,443
+6,185
| +18% | +$675K | 0.51% | 47 |
|
|
2021
Q2 | $3.87M | Sell |
34,258
-71
| -0.2% | -$8.02K | 0.47% | 53 |
|
|
2021
Q1 | $3.73M | Buy |
34,329
+219
| +0.6% | +$23.8K | 0.49% | 51 |
|
|
2020
Q4 | $3.14M | Sell |
34,110
-4,757
| -12% | -$437K | 0.44% | 63 |
|
|
2020
Q3 | $2.73M | Buy |
38,867
+1,747
| +5% | +$123K | 0.39% | 61 |
|
|
2020
Q2 | $2.54M | Buy |
37,120
+2,289
| +7% | +$156K | 0.45% | 60 |
|
|
2020
Q1 | $1.95M | Buy |
34,831
+1,334
| +4% | +$74.8K | 0.44% | 58 |
|
|
2019
Q4 | $2.7M | Buy |
33,497
+2,160
| +7% | +$174K | 0.47% | 48 |
|
|
2019
Q3 | $2.54M | Buy |
31,337
+3,901
| +14% | +$316K | 0.45% | 54 |
|
|
2019
Q2 | $2.08M | Sell |
27,436
-471
| -2% | -$35.8K | 0.38% | 63 |
|
|
2019
Q1 | $2.15M | Sell |
27,907
-629
| -2% | -$48.5K | 0.4% | 60 |
|
|
2018
Q4 | $2.21M | Buy |
28,536
+3,644
| +15% | +$282K | 0.45% | 54 |
|
|
2018
Q3 | $2.03M | Buy |
24,892
+1,422
| +6% | +$116K | 0.35% | 64 |
|
|
2018
Q2 | $1.96M | Buy |
23,470
+4,078
| +21% | +$340K | 0.37% | 66 |
|
|
2018
Q1 | $1.49M | Buy |
+19,392
| New | +$1.49M | 0.32% | 81 |
|