Naples Global Advisors’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 | $8.04M | Buy |
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|
2025
Q2 | $7.12M | Buy |
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|
2025
Q1 | $6.08M | Buy |
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|
2024
Q4 | $6.11M | Buy |
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|
2024
Q3 | $5.81M | Buy |
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|
2024
Q2 | $5.04M | Buy |
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|
2024
Q1 | $4.98M | Buy |
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|
2023
Q4 | $4.65M | Buy |
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|
2023
Q3 | $4M | Sell |
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|
2023
Q2 | $4.27M | Buy |
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|
2023
Q1 | $3.76M | Buy |
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|
2022
Q4 | $3.61M | Sell |
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|
2022
Q3 | $3.84M | Buy |
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|
2022
Q2 | $3.43M | Buy |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $981K | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $856K | Sell |
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|
2020
Q3 | $710K | Sell |
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|
2020
Q2 | $731K | Buy |
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|
2020
Q1 | $530K | Sell |
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|
2019
Q4 | $799K | Buy |
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|
2019
Q3 | $643K | Buy |
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|
2019
Q2 | $635K | Buy |
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|
2019
Q1 | $461K | Buy |
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|
2018
Q4 | $432K | Sell |
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|
2018
Q3 | $646K | Buy |
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|
2018
Q2 | $615K | Sell |
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|
2018
Q1 | $573K | Sell |
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|
2017
Q4 | $588K | Buy |
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|
2017
Q3 | $531K | Buy |
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|
2017
Q2 | $491K | Buy |
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|
2017
Q1 | $479K | Buy |
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|
2016
Q4 | $453K | Buy |
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|
2016
Q3 | $269K | Hold |
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|
2016
Q2 | $252K | Hold |
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|
2016
Q1 | $244K | Buy |
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|
2015
Q4 | $233K | Hold |
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|
2015
Q3 | $226K | Hold |
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|
2015
Q2 | $250K | Hold |
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|
2015
Q1 | $250K | Buy |
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|
2014
Q4 | $239K | Hold |
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|
2014
Q3 | $219K | Hold |
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|
2014
Q2 | $235K | Hold |
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|
2014
Q1 | $231K | Hold |
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|
2013
Q4 | $229K | Buy |
|