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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $731K | Buy |
5,884
+756
| +15% | +$96K | 0.07% | 129 |
|
|
2025
Q4 | $616K | Buy |
5,128
+646
| +14% | +$77.3K | 0.06% | 137 |
|
|
2025
Q3 | $533K | Hold |
4,482
| – | – | 0.06% | 146 |
|
|
2025
Q2 | $490K | Sell |
4,482
-28
| -0.6% | -$2.89K | 0.06% | 158 |
|
|
2025
Q1 | $472K | Sell |
4,510
-190
| -4% | -$21.4K | 0.06% | 151 |
|
|
2024
Q4 | $541K | Sell |
4,700
-78
| -2% | -$9.32K | 0.07% | 140 |
|
|
2024
Q3 | $559K | Hold |
4,778
| – | – | 0.09% | 125 |
|
|
2024
Q2 | $510K | Hold |
4,778
| – | – | 0.09% | 120 |
|
|
2024
Q1 | $528K | Hold |
4,778
| – | – | 0.09% | 120 |
|
|
2023
Q4 | $517K | Sell |
4,778
-544
| -10% | -$52.4K | 0.1% | 114 |
|
|
2023
Q3 | $502K | Sell |
5,322
-968
| -15% | -$96.7K | 0.11% | 106 |
|
|
2023
Q2 | $627K | Sell |
6,290
-158
| -2% | -$15K | 0.14% | 92 |
|
|
2023
Q1 | $623K | Buy |
6,448
+35
| +0.5% | +$3.5K | 0.15% | 90 |
|
|
2022
Q4 | $607K | Hold |
6,413
| – | – | 0.17% | 84 |
|
|
2022
Q3 | $559K | Hold |
6,413
| – | – | 0.2% | 74 |
|
|
2022
Q2 | $593K | Buy |
6,413
+28
| +0.4% | +$2.79K | 0.22% | 67 |
|
|
2022
Q1 | $676K | Hold |
6,385
| – | – | 0.22% | 70 |
|
|
2021
Q4 | $669K | Hold |
6,385
| – | – | 0.24% | 72 |
|
|
2021
Q3 | $697K | Buy |
6,385
+59
| +0.9% | +$6.5K | 0.27% | 64 |
|
|
2021
Q2 | $715K | Buy |
6,326
+551
| +10% | +$61.5K | 0.29% | 56 |
|
|
2021
Q1 | $646K | Buy |
5,775
+1,975
| +52% | +$207K | 0.29% | 58 |
|
|
2020
Q4 | $349K | Hold |
3,800
| – | – | 0.19% | 83 |
|
|
2020
Q3 | $290K | Hold |
3,800
| – | – | 0.19% | 90 |
|
|
2020
Q2 | $260K | Sell |
3,800
-163
| -4% | -$10.3K | 0.21% | 98 |
|
|
2020
Q1 | $222K | Buy |
3,963
+144
| +4% | +$10.7K | 0.24% | 94 |
|
|
2019
Q4 | $320K | Buy |
+3,819
| New | +$307K | 0.31% | 75 |
|
Other funds holding IJR
