Northstar Advisory Group’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
Q2
$590K Buy
2025
Q1
$562K Sell
2024
Q4
$925K Buy
2024
Q3
$731K Buy
2024
Q2
$657K Buy
2024
Q1
$662K Sell
2023
Q4
$6.53M Buy
2023
Q3
$1.67M Buy
2023
Q2
$610K Buy
2023
Q1
Sell
2022
Q4
$7.98M Buy
2022
Q3
$5.41M Buy
2022
Q2
$5.47M Buy
2022
Q1
$3.81M Buy
2021
Q4
$307K Buy
2021
Q3
Sell
2021
Q2
$304K Sell
2021
Q1
$2.33M Sell
2020
Q4
$2.66M Buy