Relyea Zuckerberg Hanson’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 | $533K | Hold |
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|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $472K | Sell |
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|
2024
Q4 | $541K | Sell |
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|
2024
Q3 | $559K | Hold |
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|
2024
Q2 | $510K | Hold |
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|
2024
Q1 | $528K | Hold |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $627K | Sell |
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|
2023
Q1 | $623K | Buy |
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|
2022
Q4 | $607K | Hold |
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|
2022
Q3 | $559K | Hold |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $676K | Hold |
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|
2021
Q4 | $669K | Hold |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $715K | Buy |
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|
2021
Q1 | $646K | Buy |
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|
2020
Q4 | $349K | Hold |
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|
2020
Q3 | $290K | Hold |
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|
2020
Q2 | $260K | Sell |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $320K | Buy |
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