Quattro 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
Q2 | $508K | Hold |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $8.95M | Buy |
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|
2024
Q2 | $7M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.26M | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $5.39M | Sell |
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|
2022
Q4 | $6.25M | Buy |
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|
2022
Q3 | $5.75M | Buy |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $38.8K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $37.4K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $17.1K | Sell |
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|
2018
Q1 | $725K | Sell |
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|
2017
Q4 | $10.8M | Buy |
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|
2017
Q3 | $6.42M | Buy |
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|
2017
Q2 | $5.53M | Sell |
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|
2017
Q1 | $1.39M | Buy |
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