Orion Capital 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
Q2
$855K Sell
2025
Q1
$861K Sell
2024
Q4
$952K Sell
2024
Q3
$1.07M Sell
2024
Q2
$1.06M Sell
2024
Q1
$1.41M Sell
2023
Q4
$1.73M Sell
2023
Q3
$2.12M Sell
2023
Q2
$2.56M Sell
2023
Q1
$2.65M Sell
2022
Q4
$2.68M Sell
2022
Q3
$2.5M Sell
2022
Q2
$2.66M Buy
2022
Q1
$3.06M Buy
2021
Q4
$3.25M Buy
2021
Q3
$2.82M Buy
2021
Q2
$2.83M Buy
2021
Q1
$2.47M Buy
2020
Q4
$1.94M Buy