Principal Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
135,564
+1,521
| +1% | +$166K | 0.01% | 1033 |
|
|
2025
Q1 | $14M | Sell |
134,043
-21,868
| -14% | -$2.29M | 0.01% | 1065 |
|
|
2024
Q4 | $18M | Buy |
155,911
+13,897
| +10% | +$1.6M | 0.01% | 919 |
|
|
2024
Q3 | $16.6M | Sell |
142,014
-1,975
| -1% | -$231K | 0.01% | 951 |
|
|
2024
Q2 | $15.4M | Buy |
143,989
+1,995
| +1% | +$213K | 0.01% | 1020 |
|
|
2024
Q1 | $15.7M | Buy |
141,994
+14,968
| +12% | +$1.65M | 0.01% | 1071 |
|
|
2023
Q4 | $13.8M | Buy |
127,026
+250
| +0.2% | +$27.1K | 0.01% | 1123 |
|
|
2023
Q3 | $12M | Buy |
126,776
+925
| +0.7% | +$87.3K | 0.01% | 1124 |
|
|
2023
Q2 | $12.5M | Buy |
125,851
+2,346
| +2% | +$234K | 0.01% | 1129 |
|
|
2023
Q1 | $11.9M | Buy |
123,505
+464
| +0.4% | +$44.9K | 0.01% | 1167 |
|
|
2022
Q4 | $11.6M | Buy |
123,041
+1,566
| +1% | +$148K | 0.01% | 1156 |
|
|
2022
Q3 | $10.6M | Sell |
121,475
-838
| -0.7% | -$73.1K | 0.01% | 1160 |
|
|
2022
Q2 | $11.3M | Buy |
122,313
+1,213
| +1% | +$112K | 0.01% | 1183 |
|
|
2022
Q1 | $13.1M | Buy |
121,100
+700
| +0.6% | +$75.5K | 0.01% | 1217 |
|
|
2021
Q4 | $13.8M | Sell |
120,400
-18,646
| -13% | -$2.14M | 0.01% | 1215 |
|
|
2021
Q3 | $15.2M | Sell |
139,046
-454
| -0.3% | -$49.6K | 0.01% | 1144 |
|
|
2021
Q2 | $15.8M | Buy |
139,500
+748
| +0.5% | +$84.5K | 0.01% | 1161 |
|
|
2021
Q1 | $15.1M | Sell |
138,752
-61,538
| -31% | -$6.68M | 0.01% | 1148 |
|
|
2020
Q4 | $18.4M | Sell |
200,290
-1,239
| -0.6% | -$114K | 0.01% | 830 |
|
|
2020
Q3 | $14.2M | Sell |
201,529
-11,825
| -6% | -$830K | 0.01% | 864 |
|
|
2020
Q2 | $14.6M | Buy |
213,354
+378
| +0.2% | +$25.8K | 0.01% | 821 |
|
|
2020
Q1 | $11.9M | Buy |
212,976
+4,893
| +2% | +$275K | 0.01% | 799 |
|
|
2019
Q4 | $17.4M | Buy |
208,083
+109
| +0.1% | +$9.14K | 0.01% | 905 |
|
|
2019
Q3 | $16.2M | Sell |
207,974
-4,286
| -2% | -$334K | 0.01% | 925 |
|
|
2019
Q2 | $16.6M | Buy |
212,260
+913
| +0.4% | +$71.5K | 0.01% | 913 |
|
|
2019
Q1 | $16.3M | Buy |
211,347
+2,317
| +1% | +$179K | 0.02% | 922 |
|
|
2018
Q4 | $14.5M | Buy |
209,030
+8,730
| +4% | +$605K | 0.02% | 918 |
|
|
2018
Q3 | $17.5M | Hold |
200,300
| – | – | 0.02% | 954 |
|
|
2018
Q2 | $16.7M | Hold |
200,300
| – | – | 0.02% | 937 |
|
|
2018
Q1 | $15.4M | Sell |
200,300
-4,900
| -2% | -$377K | 0.01% | 973 |
|
|
2017
Q4 | $15.8M | Sell |
205,200
-36,695
| -15% | -$2.82M | 0.01% | 983 |
|
|
2017
Q3 | $18M | Sell |
241,895
-10,400
| -4% | -$772K | 0.02% | 856 |
|
|
2017
Q2 | $17.7M | Hold |
252,295
| – | – | 0.02% | 847 |
|
|
2017
Q1 | $17.4M | Buy |
252,295
+22,525
| +10% | +$1.56M | 0.02% | 810 |
|
|
2016
Q4 | $15.8M | Sell |
229,770
-328,972
| -59% | -$22.6M | 0.02% | 853 |
|
|
2016
Q3 | $34.7M | Buy |
558,742
+2,442
| +0.4% | +$152K | 0.05% | 417 |
|
|
2016
Q2 | $32.3M | Buy |
556,300
+3,600
| +0.7% | +$209K | 0.05% | 397 |
|
|
2016
Q1 | $31.1M | Sell |
552,700
-13,800
| -2% | -$777K | 0.05% | 392 |
|
|
2015
Q4 | $31.2M | Buy |
566,500
+2,400
| +0.4% | +$132K | 0.05% | 382 |
|
|
2015
Q3 | $30.1M | Buy |
564,100
+200
| +0% | +$10.7K | 0.05% | 383 |
|
|
2015
Q2 | $33.2M | Sell |
563,900
-4,000
| -0.7% | -$236K | 0.05% | 370 |
|
|
2015
Q1 | $33.5M | Buy |
567,900
+1,400
| +0.2% | +$82.6K | 0.05% | 368 |
|
|
2014
Q4 | $32.3M | Buy |
566,500
+300
| +0.1% | +$17.1K | 0.05% | 364 |
|
|
2014
Q3 | $29.5M | Sell |
566,200
-157,400
| -22% | -$8.21M | 0.05% | 364 |
|
|
2014
Q2 | $40.6M | Sell |
723,600
-1,284
| -0.2% | -$72K | 0.07% | 309 |
|
|
2014
Q1 | $39.9M | Sell |
724,884
-1,600
| -0.2% | -$88.1K | 0.07% | 316 |
|
|
2013
Q4 | $39.7M | Buy |
726,484
+14,790
| +2% | +$808K | 0.07% | 311 |
|
|
2013
Q3 | $35.5M | Buy |
711,694
+37,780
| +6% | +$1.88M | 0.07% | 309 |
|
|
2013
Q2 | $30.4M | Buy |
+673,914
| New | +$30.4M | 0.07% | 323 |
|