Sage Mountain 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
Q2 | $4.02M | Sell |
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|
2025
Q1 | $4.23M | Buy |
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|
2024
Q4 | $4.61M | Buy |
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|
2024
Q3 | $3.47M | Buy |
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|
2024
Q2 | $3.1M | Sell |
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|
2024
Q1 | $3.3M | Sell |
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|
2023
Q4 | $3.45M | Buy |
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|
2023
Q3 | $3M | Sell |
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|
2023
Q2 | $3.26M | Buy |
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|
2023
Q1 | $3.11M | Buy |
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|
2022
Q4 | $3.04M | Buy |
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|
2022
Q3 | $2.31M | Hold |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $2.53M | Buy |
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|
2021
Q3 | $2.07M | Sell |
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|
2021
Q2 | $2.17M | Hold |
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|
2021
Q1 | $2.08M | Buy |
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|
2020
Q4 | $1.74M | Buy |
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