Patton Albertson Miller 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 | $348K | Sell |
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|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $374K | Sell |
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|
2024
Q4 | $435K | Buy |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $878K | Sell |
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|
2023
Q3 | $829K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $2.54M | Sell |
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|
2022
Q4 | $3.51M | Buy |
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|
2022
Q3 | $823K | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $2.12M | Sell |
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $954K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $566K | Sell |
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|
2020
Q2 | $604K | Sell |
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|
2020
Q1 | $570K | Sell |
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|
2019
Q4 | $880K | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.38M | Sell |
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|
2019
Q1 | $2.31M | Buy |
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|
2018
Q4 | $1.9M | Buy |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $1.18M | Sell |
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|
2018
Q1 | $2.48M | Sell |
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|
2017
Q4 | $2.53M | Buy |
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|
2017
Q3 | $2.3M | Sell |
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|
2017
Q2 | $2.22M | Sell |
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|
2017
Q1 | $2.35M | Buy |
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