Optimum Investment 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 | $146K | Hold |
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|
2025
Q2 | $134K | Hold |
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|
2025
Q1 | $129K | Hold |
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|
2024
Q4 | $142K | Sell |
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|
2024
Q3 | $191K | Hold |
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|
2024
Q2 | $174K | Hold |
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|
2024
Q1 | $180K | Hold |
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|
2023
Q4 | $176K | Sell |
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|
2023
Q3 | $155K | Buy |
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|
2023
Q2 | $162K | Hold |
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|
2023
Q1 | $158K | Hold |
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|
2022
Q4 | $154K | Hold |
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|
2022
Q3 | $142K | Hold |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $176K | Buy |
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|
2021
Q4 | $186K | Hold |
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|
2021
Q3 | $177K | Buy |
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|
2021
Q2 | $183K | Buy |
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|
2021
Q1 | $175K | Buy |
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|
2020
Q4 | $148K | Buy |
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|
2020
Q3 | $113K | Buy |
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|
2020
Q2 | $109K | Buy |
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|
2020
Q1 | $90K | Buy |
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|
2019
Q4 | $134K | Sell |
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|
2019
Q3 | $129K | Buy |
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|
2019
Q2 | $124K | Buy |
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|
2019
Q1 | $122K | Buy |
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|
2018
Q4 | $109K | Buy |
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|
2018
Q3 | $137K | Hold |
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|
2018
Q2 | $131K | Buy |
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|
2018
Q1 | $120K | Buy |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $8K | Hold |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $8K | Buy |
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