Perennial Investment Advisors’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 | $3.94M | Sell |
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|
2025
Q1 | $3.85M | Buy |
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|
2024
Q4 | $4M | Buy |
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|
2024
Q3 | $3.78M | Buy |
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|
2024
Q2 | $2.86M | Buy |
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|
2024
Q1 | $2.43M | Sell |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $2.26M | Sell |
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|
2023
Q2 | $2.4M | Sell |
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|
2023
Q1 | $2.4M | Sell |
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|
2022
Q4 | $2.46M | Buy |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.22M | Sell |
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|
2022
Q1 | $2.87M | Buy |
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|
2021
Q4 | $2.86M | Sell |
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|
2021
Q3 | $2.88M | Buy |
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|
2021
Q2 | $2.89M | Sell |
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|
2021
Q1 | $2.79M | Buy |
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|
2020
Q4 | $2.2M | Sell |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $997K | Buy |
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|
2019
Q4 | $744K | Buy |
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