Oxford Financial Group’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 | $994K | Buy |
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|
2025
Q2 | $859K | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $890K | Buy |
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|
2024
Q1 | $700K | Buy |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $823K | Buy |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $629K | Hold |
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|
2022
Q1 | $734K | Sell |
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|
2021
Q4 | $991K | Buy |
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|
2021
Q3 | $755K | Sell |
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|
2021
Q2 | $901K | Hold |
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|
2021
Q1 | $865K | Buy |
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|
2020
Q4 | $701K | Sell |
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|
2020
Q3 | $980K | Sell |
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|
2020
Q2 | $965K | Sell |
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|
2020
Q1 | $819K | Hold |
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|
2019
Q4 | $1.22M | Sell |
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|
2019
Q3 | $1.34M | Hold |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $1.31M | Buy |
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|
2018
Q4 | $444K | Hold |
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|
2018
Q3 | $558K | Sell |
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|
2018
Q2 | $650K | Hold |
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|
2018
Q1 | $600K | Hold |
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|
2017
Q4 | $598K | Sell |
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|
2017
Q3 | $609K | Buy |
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|
2017
Q2 | $478K | Sell |
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|
2017
Q1 | $479K | Hold |
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|
2016
Q4 | $477K | Buy |
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