O'Rourke & Company’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 | $361K | Buy |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $353K | Hold |
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|
2024
Q1 | $366K | Hold |
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|
2023
Q4 | $359K | Hold |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $415K | Hold |
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|
2021
Q4 | $440K | Buy |
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