Occidental Asset 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
Q1 | – | Sell |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $734K | Sell |
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|
2023
Q1 | $4.08M | Buy |
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|
2022
Q4 | $3.26M | Sell |
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|
2022
Q3 | $3.09M | Buy |
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|
2022
Q2 | $2.26M | Sell |
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|
2022
Q1 | $4.01M | Buy |
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|
2021
Q4 | $3.15M | Buy |
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|
2021
Q3 | $2.24M | Sell |
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|
2021
Q2 | $4.54M | Sell |
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|
2021
Q1 | $5.33M | Buy |
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|
2020
Q4 | $3.67M | Buy |
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|
2020
Q3 | $1.65M | Sell |
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|
2020
Q2 | $1.6M | Buy |
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|
2020
Q1 | $1.31M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $340K | Buy |
|