Mutual Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mutual Advisors’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.08M	Buy	36,172 +3,124	+9%	+$353K	0.1%	199
2025 Q1	$3.3M	Sell	33,048 -13,736	-29%	-$1.37M	0.09%	207
2024 Q4	$5.49M	Sell	46,784 -18,467	-28%	-$2.17M	0.16%	123
2024 Q3	$7.5M	Buy	65,251 +14,093	+28%	+$1.62M	0.22%	84
2024 Q2	$5.99M	Buy	51,158 +4,945	+11%	+$579K	0.18%	116
2024 Q1	$5.11M	Buy	46,213 +3,696	+9%	+$408K	0.16%	128
2023 Q4	$4.6M	Sell	42,517 -1,415	-3%	-$153K	0.16%	138
2023 Q3	$4.14M	Sell	43,932 -28,394	-39%	-$2.68M	0.16%	129
2023 Q2	$7.21M	Buy	72,326 +35,011	+94%	+$3.49M	0.27%	72
2023 Q1	$3.61M	Sell	37,315 -1,495	-4%	-$145K	0.15%	144
2022 Q4	$3.67M	Buy	38,810 +4,911	+14%	+$465K	0.16%	129
2022 Q3	$2.96M	Buy	33,899 +9,247	+38%	+$806K	0.15%	135
2022 Q2	$2.28M	Sell	24,652 -23	-0.1%	-$2.13K	0.15%	159
2022 Q1	$2.66M	Sell	24,675 -751	-3%	-$81K	0.15%	163
2021 Q4	$2.91M	Buy	25,426 +1,357	+6%	+$155K	0.15%	156
2021 Q3	$2.63M	Buy	24,069 +2,476	+11%	+$270K	0.16%	164
2021 Q2	$2.44M	Buy	21,593 +10,691	+98%	+$1.21M	0.14%	178
2021 Q1	$1.18M	Sell	10,902 -845	-7%	-$91.7K	0.08%	295
2020 Q4	$1.08M	Sell	11,747 -199	-2%	-$18.3K	0.08%	286
2020 Q3	$839K	Sell	11,946 -656	-5%	-$46.1K	0.07%	288
2020 Q2	$861K	Buy	12,602 +1,677	+15%	+$115K	0.08%	247
2020 Q1	$613K	Sell	10,925 -2,903	-21%	-$163K	0.08%	249
2019 Q4	$1.16M	Buy	13,828 +5,339	+63%	+$447K	0.12%	201
2019 Q3	$661K	Sell	8,489 -2,272	-21%	-$177K	0.09%	262
2019 Q2	$842K	Buy	10,761 +1,229	+13%	+$96.2K	0.11%	232
2019 Q1	$735K	Sell	9,532 -4,065	-30%	-$313K	0.11%	217
2018 Q4	$943K	Sell	13,597 -20,836	-61%	-$1.45M	0.19%	136
2018 Q3	$3M	Buy	34,433 +7,150	+26%	+$624K	0.46%	40
2018 Q2	$2.28M	Buy	27,283 +6,003	+28%	+$501K	0.52%	37
2018 Q1	$1.64M	Buy	21,280 +6,125	+40%	+$472K	0.42%	50
2017 Q4	$1.16M	Buy	+15,155	New	+$1.16M	0.44%	70