Planning Alternatives’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 | $37.7M | Buy |
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|
2025
Q1 | $34.8M | Buy |
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|
2024
Q4 | $35.5M | Buy |
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|
2024
Q3 | $35.8M | Buy |
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|
2024
Q2 | $32.5M | Buy |
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|
2024
Q1 | $33.2M | Sell |
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|
2023
Q4 | $32.5M | Buy |
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|
2023
Q3 | $28.1M | Sell |
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|
2023
Q2 | $29.9M | Buy |
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|
2023
Q1 | $28.8M | Buy |
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|
2022
Q4 | $28.1M | Sell |
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|
2022
Q3 | $26.5M | Buy |
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|
2022
Q2 | $27.9M | Sell |
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|
2022
Q1 | $50.6M | Buy |
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|
2021
Q4 | $45.2M | Buy |
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|
2021
Q3 | $42.8M | Buy |
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|
2021
Q2 | $42.1M | Buy |
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|
2021
Q1 | $35.7M | Buy |
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|
2020
Q4 | $24.7M | Buy |
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|
2020
Q3 | $17.4M | Buy |
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|
2020
Q2 | $9.34M | Buy |
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|
2020
Q1 | $7.13M | Buy |
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|
2019
Q4 | $10.5M | Buy |
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|
2019
Q3 | $9.65M | Sell |
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|
2019
Q2 | $10.1M | Sell |
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|
2019
Q1 | $10.6M | Sell |
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|
2018
Q4 | $11.2M | Sell |
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|
2018
Q3 | $14.7M | Sell |
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|
2018
Q2 | $14.4M | Sell |
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|
2018
Q1 | $14.3M | Sell |
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|
2017
Q4 | $20.3M | Sell |
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|
2017
Q3 | $20.6M | Sell |
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|
2017
Q2 | $19.6M | Buy |
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|
2017
Q1 | $19.3M | Buy |
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|
2016
Q4 | $19M | Sell |
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|
2016
Q3 | $17.4M | Sell |
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|
2016
Q2 | $16.7M | Buy |
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|
2016
Q1 | $16M | Buy |
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|
2015
Q4 | $6.58M | Buy |
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|
2015
Q3 | $5.47M | Sell |
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|
2015
Q2 | $6.59M | Buy |
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|
2015
Q1 | $6.13M | Buy |
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|
2014
Q4 | $5.17M | Buy |
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|
2014
Q3 | $2.59M | Buy |
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|
2014
Q2 | $2.4M | Buy |
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|
2014
Q1 | $956K | Buy |
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|
2013
Q4 | $439K | Sell |
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|
2013
Q3 | $611K | Sell |
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|
2013
Q2 | $2.83M | Buy |
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