Sage Financial Management Group’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 | $2.17M | Sell |
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|
2025
Q2 | $2.11M | Sell |
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|
2025
Q1 | $2.55M | Sell |
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|
2024
Q4 | $2.88M | Sell |
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|
2024
Q3 | $2.93M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.74M | Buy |
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|
2023
Q4 | $2.59M | Sell |
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.63M | Sell |
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|
2021
Q4 | $2.79M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.83M | Buy |
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|
2021
Q1 | $2.5M | Sell |
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|
2020
Q4 | $2.67M | Buy |
|