Roth Financial Partners’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 | $23.4M | Buy |
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|
2025
Q2 | $21.3M | Buy |
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|
2025
Q1 | $19.2M | Buy |
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|
2024
Q4 | $20.8M | Sell |
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|
2024
Q3 | $21.2M | Sell |
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|
2024
Q2 | $19.4M | Sell |
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|
2024
Q1 | $20.1M | Buy |
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|
2023
Q4 | $18.2M | Buy |
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|
2023
Q3 | $15.6M | Buy |
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|
2023
Q2 | $16.1M | Buy |
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|
2023
Q1 | $15.3M | Buy |
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|
2022
Q4 | $14.7M | Buy |
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|
2022
Q3 | $13.4M | Buy |
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|
2022
Q2 | $13M | Buy |
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|
2022
Q1 | $14.7M | Buy |
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|
2021
Q4 | $15.5M | Buy |
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|
2021
Q3 | $14.7M | Sell |
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|
2021
Q2 | $15.4M | Sell |
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|
2021
Q1 | $15.8M | Sell |
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|
2020
Q4 | $16.4M | Buy |
|