PA
Parkside Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
2,905
+241
| +9% | +$26.3K | 0.07% | 69 |
|
|
2025
Q1 | $279K | Hold |
2,664
| – | – | 0.07% | 71 |
|
|
2024
Q4 | $307K | Hold |
2,664
| – | – | 0.07% | 70 |
|
|
2024
Q3 | $312K | Hold |
2,664
| – | – | 0.07% | 69 |
|
|
2024
Q2 | $284K | Hold |
2,664
| – | – | 0.07% | 70 |
|
|
2024
Q1 | $294K | Hold |
2,664
| – | – | 0.08% | 71 |
|
|
2023
Q4 | $288K | Hold |
2,664
| – | – | 0.08% | 66 |
|
|
2023
Q3 | $253K | Hold |
2,664
| – | – | 0.08% | 68 |
|
|
2023
Q2 | $265K | Sell |
2,664
-4
| -0.1% | -$399 | 0.08% | 64 |
|
|
2023
Q1 | $258K | Buy |
2,668
+4
| +0.2% | +$387 | 0.09% | 66 |
|
|
2022
Q4 | $252K | Hold |
2,664
| – | – | 0.09% | 71 |
|
|
2022
Q3 | $232K | Hold |
2,664
| – | – | 0.09% | 54 |
|
|
2022
Q2 | $246K | Hold |
2,664
| – | – | 0.09% | 56 |
|
|
2022
Q1 | $287K | Hold |
2,664
| – | – | 0.09% | 52 |
|
|
2021
Q4 | $305K | Hold |
2,664
| – | – | 0.09% | 56 |
|
|
2021
Q3 | $291K | Hold |
2,664
| – | – | 0.09% | 55 |
|
|
2021
Q2 | $301K | Hold |
2,664
| – | – | 0.1% | 55 |
|
|
2021
Q1 | $289K | Hold |
2,664
| – | – | 0.1% | 57 |
|
|
2020
Q4 | $245K | Buy |
+2,664
| New | +$245K | 0.09% | 61 |
|
|
2020
Q1 | – | Sell |
-2,664
| Closed | -$223K | – | 66 |
|
|
2019
Q4 | $223K | Hold |
2,664
| – | – | 0.1% | 63 |
|
|
2019
Q3 | $207K | Hold |
2,664
| – | – | 0.11% | 60 |
|
|
2019
Q2 | $209K | Sell |
2,664
-238
| -8% | -$18.7K | 0.12% | 60 |
|
|
2019
Q1 | $224K | Hold |
2,902
| – | – | 0.13% | 53 |
|
|
2018
Q4 | $201K | Buy |
+2,902
| New | +$201K | 0.12% | 59 |
|