River Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $586K | Sell |
4,711
-770
| -14% | -$97.8K | 0.07% | 143 |
|
|
2025
Q4 | $659K | Sell |
5,481
-81
| -1% | -$9.69K | 0.07% | 134 |
|
|
2025
Q3 | $661K | Sell |
5,562
-111
| -2% | -$12.8K | 0.08% | 137 |
|
|
2025
Q2 | $620K | Sell |
5,673
-10,738
| -65% | -$1.11M | 0.08% | 146 |
|
|
2025
Q1 | $1.72M | Sell |
16,411
-667
| -4% | -$75.3K | 0.24% | 83 |
|
|
2024
Q4 | $1.97M | Buy |
17,078
+194
| +1% | +$23.2K | 0.26% | 77 |
|
|
2024
Q3 | $1.97M | Buy |
16,884
+286
| +2% | +$32.3K | 0.26% | 85 |
|
|
2024
Q2 | $1.77M | Sell |
16,598
-962
| -5% | -$103K | 0.25% | 88 |
|
|
2024
Q1 | $1.94M | Sell |
17,560
-949
| -5% | -$101K | 0.28% | 85 |
|
|
2023
Q4 | $2M | Sell |
18,509
-114
| -0.6% | -$11K | 0.32% | 77 |
|
|
2023
Q3 | $1.76M | Sell |
18,623
-1,280
| -6% | -$128K | 0.31% | 82 |
|
|
2023
Q2 | $1.98M | Sell |
19,903
-43
| -0.2% | -$4.09K | 0.34% | 79 |
|
|
2023
Q1 | $1.93M | Buy |
19,946
+175
| +0.9% | +$17.5K | 0.35% | 80 |
|
|
2022
Q4 | $1.87M | Sell |
19,771
-117
| -0.6% | -$11.2K | 0.36% | 75 |
|
|
2022
Q3 | $1.73M | Sell |
19,888
-366
| -2% | -$35.5K | 0.37% | 73 |
|
|
2022
Q2 | $1.87M | Buy |
20,254
+91
| +0.5% | +$9.05K | 0.34% | 78 |
|
|
2022
Q1 | $2.17M | Buy |
20,163
+230
| +1% | +$24.8K | 0.35% | 78 |
|
|
2021
Q4 | $2.28M | Buy |
19,933
+519
| +3% | +$59.1K | 0.35% | 76 |
|
|
2021
Q3 | $2.12M | Buy |
19,414
+573
| +3% | +$63.1K | 0.36% | 73 |
|
|
2021
Q2 | $2.13M | Buy |
18,841
+1,622
| +9% | +$181K | 0.37% | 70 |
|
|
2021
Q1 | $1.87M | Buy |
17,219
+2,456
| +17% | +$257K | 0.35% | 75 |
|
|
2020
Q4 | $1.36M | Buy |
14,763
+1,681
| +13% | +$138K | 0.29% | 85 |
|
|
2020
Q3 | $919K | Sell |
13,082
-686
| -5% | -$49.2K | 0.24% | 96 |
|
|
2020
Q2 | $940K | Buy |
13,768
+1,408
| +11% | +$88.9K | 0.29% | 90 |
|
|
2020
Q1 | $694K | Sell |
12,360
-7,369
| -37% | -$549K | 0.28% | 92 |
|
|
2019
Q4 | $1.65M | Buy |
19,729
+3,479
| +21% | +$280K | 0.56% | 64 |
|
|
2019
Q3 | $1.26M | Buy |
16,250
+3,386
| +26% | +$262K | 0.48% | 69 |
|
|
2019
Q2 | $1.01M | Buy |
12,864
+4,316
| +50% | +$335K | 0.39% | 76 |
|
|
2019
Q1 | $659K | Buy |
8,548
+896
| +12% | +$68.8K | 0.28% | 94 |
|
|
2018
Q4 | $530K | Buy |
7,652
+2,297
| +43% | +$178K | 0.24% | 96 |
|
|
2018
Q3 | $467K | Buy |
5,355
+563
| +12% | +$49.3K | 0.17% | 123 |
|
|
2018
Q2 | $400K | Buy |
4,792
+1,190
| +33% | +$97K | 0.16% | 124 |
|
|
2018
Q1 | $277K | Buy |
3,602
+106
| +3% | +$8.25K | 0.12% | 143 |
|
|
2017
Q4 | $269K | Buy |
+3,496
| New | +$264K | 0.11% | 143 |
|
Other funds holding IJR
