Plante Moran Financial 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
Q3 | $1.03M | Buy |
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|
2025
Q2 | $927K | Buy |
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|
2025
Q1 | $757K | Buy |
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|
2024
Q4 | $805K | Sell |
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|
2024
Q3 | $845K | Sell |
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|
2024
Q2 | $920K | Buy |
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|
2024
Q1 | $812K | Sell |
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|
2023
Q4 | $800K | Buy |
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|
2023
Q3 | $495K | Buy |
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|
2023
Q2 | $522K | Hold |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $484K | Buy |
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|
2022
Q2 | $447K | Hold |
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|
2022
Q1 | $522K | Sell |
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|
2021
Q4 | $974K | Sell |
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|
2021
Q3 | $932K | Buy |
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|
2021
Q2 | $860K | Buy |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $609K | Buy |
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|
2020
Q3 | $389K | Sell |
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $406K | Sell |
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|
2019
Q4 | $670K | Sell |
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|
2019
Q3 | $1.2M | Buy |
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|
2019
Q2 | $910K | Buy |
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|
2019
Q1 | $890K | Sell |
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|
2018
Q4 | $821K | Buy |
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|
2018
Q3 | $990K | Hold |
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|
2018
Q2 | $947K | Sell |
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|
2018
Q1 | $875K | Sell |
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|
2017
Q4 | $881K | Buy |
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|
2017
Q3 | $733K | Buy |
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|
2017
Q2 | $326K | Hold |
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|
2017
Q1 | $321K | Sell |
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|
2016
Q4 | $324K | Buy |
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|
2016
Q3 | $289K | Hold |
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|
2016
Q2 | $270K | Hold |
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|
2016
Q1 | $262K | Sell |
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|
2015
Q4 | $258K | Buy |
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|
2015
Q3 | $222K | Hold |
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|
2015
Q2 | $245K | Hold |
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|
2015
Q1 | $246K | Buy |
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|
2014
Q4 | $80K | Hold |
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|
2014
Q3 | $73K | Hold |
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|
2014
Q2 | $78K | Hold |
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|
2014
Q1 | $77K | Sell |
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|
2013
Q4 | $109K | Buy |
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|
2013
Q3 | $70K | Hold |
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|
2013
Q2 | $63K | Buy |
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