Regal 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 | $13.2M | Sell |
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|
2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $14M | Buy |
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|
2024
Q3 | $13.5M | Sell |
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|
2024
Q2 | $12.8M | Buy |
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|
2024
Q1 | $13M | Buy |
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $10M | Sell |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $10.2M | Sell |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $9.81M | Buy |
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|
2022
Q2 | $8.49M | Sell |
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|
2022
Q1 | $11.1M | Sell |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $10.9M | Buy |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $4.86M | Sell |
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|
2020
Q4 | $8.4M | Buy |
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|
2020
Q3 | $3.66M | Sell |
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|
2020
Q2 | $6.73M | Buy |
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|
2020
Q1 | $2.76M | Sell |
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|
2019
Q4 | $6.4M | Buy |
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|
2019
Q3 | $5.88M | Buy |
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|
2019
Q2 | $5.75M | Buy |
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|
2019
Q1 | $5.64M | Sell |
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|
2018
Q4 | $5.14M | Buy |
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|
2018
Q3 | $6.33M | Buy |
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|
2018
Q2 | $4.79M | Sell |
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|
2018
Q1 | $10.7M | Buy |
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|
2017
Q4 | $10.1M | Sell |
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|
2017
Q3 | $9.76M | Buy |
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|
2017
Q2 | $9.09M | Buy |
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|
2017
Q1 | $5.68M | Buy |
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|
2016
Q4 | $5.55M | Buy |
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|
2016
Q3 | $4.17M | Buy |
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|
2016
Q2 | $3M | Buy |
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|
2016
Q1 | $2.76M | Sell |
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|
2015
Q4 | $2.9M | Sell |
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|
2015
Q3 | $4.36M | Buy |
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|
2015
Q2 | $4.17M | Buy |
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|
2015
Q1 | $2.11M | Sell |
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|
2014
Q4 | $2.13M | Buy |
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|
2014
Q3 | $1.22M | Buy |
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|
2014
Q2 | $1M | Sell |
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|
2014
Q1 | $1.18M | Sell |
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|
2013
Q4 | $1.67M | Buy |
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|
2013
Q3 | $866K | Sell |
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|
2013
Q2 | $1.14M | Buy |
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