North Star Investment Management’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 | $564K | Buy |
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|
2025
Q2 | $519K | Sell |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $616K | Sell |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $438K | Sell |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | $440K | Hold |
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|
2022
Q3 | $405K | Hold |
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|
2022
Q2 | $430K | Buy |
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|
2022
Q1 | $472K | Hold |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q3 | $470K | Hold |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $450K | Hold |
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|
2020
Q4 | $381K | Sell |
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|
2020
Q3 | $304K | Hold |
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|
2020
Q2 | $295K | Sell |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $591K | Sell |
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|
2019
Q3 | $610K | Sell |
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|
2019
Q2 | $724K | Buy |
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|
2019
Q1 | $714K | Buy |
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|
2018
Q4 | $641K | Sell |
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|
2018
Q3 | $861K | Buy |
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|
2018
Q2 | $806K | Buy |
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|
2018
Q1 | $665K | Buy |
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|
2017
Q4 | $589K | Buy |
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|
2017
Q3 | $551K | Sell |
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|
2017
Q2 | $527K | Hold |
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|
2017
Q1 | $520K | Hold |
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|
2016
Q4 | $517K | Buy |
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|
2016
Q3 | $451K | Sell |
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|
2016
Q2 | $457K | Hold |
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|
2016
Q1 | $443K | Hold |
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|
2015
Q4 | $433K | Buy |
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|
2015
Q3 | $45K | Hold |
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|
2015
Q2 | $50K | Hold |
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|
2015
Q1 | $50K | Hold |
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|
2014
Q4 | $49K | Hold |
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|
2014
Q3 | $44K | Hold |
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|
2014
Q2 | $48K | Buy |
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|
2014
Q1 | $11K | Buy |
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