Running Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $551K | Hold |
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|
2025
Q2 | $507K | Hold |
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|
2025
Q1 | $485K | Sell |
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|
2024
Q4 | $541K | Buy |
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|
2024
Q3 | $333K | Hold |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $312K | Hold |
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|
2023
Q4 | $305K | Hold |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $411K | Buy |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $366K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $5K | Buy |
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