Okabena Investment Services’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 | $10.6M | Buy |
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|
2025
Q1 | $9.76M | Buy |
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|
2024
Q4 | $10M | Sell |
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|
2024
Q3 | $11.4M | Sell |
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|
2024
Q2 | $13.9M | Buy |
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|
2024
Q1 | $9.98M | Buy |
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|
2023
Q4 | $7.98M | Buy |
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|
2023
Q3 | $5.51M | Sell |
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|
2023
Q2 | $5.84M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $123K | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.96M | Hold |
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|
2022
Q1 | $2.28M | Sell |
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|
2021
Q4 | $8.59M | Sell |
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|
2021
Q3 | $12.4M | Buy |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $12.3M | Buy |
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|
2020
Q4 | $10.4M | Buy |
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|
2020
Q3 | $7.9M | Buy |
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|
2020
Q2 | $7.66M | Buy |
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