Roundview Capital’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
$1.15M Buy
2025
Q2
$1.03M Buy
2025
Q1
$924K Sell
2024
Q4
$1.04M Buy
2024
Q3
$541K Buy
2024
Q2
$431K Sell
2024
Q1
$450K Buy
2023
Q4
$362K Buy
2023
Q3
$283K Buy
2023
Q2
$287K Buy
2023
Q1
$269K Buy
2022
Q4
$260K Buy
2022
Q3
$215K Buy
2022
Q2
$226K Sell
2022
Q1
$384K Buy
2021
Q4
$209K Buy
2021
Q3
Sell
2021
Q2
$206K Buy