SageView Advisory 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 | $4.6M | Sell |
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|
2025
Q2 | $4.59M | Sell |
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|
2025
Q1 | $4.6M | Buy |
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|
2024
Q4 | $4.72M | Buy |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.98M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.6M | Buy |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $2.54M | Buy |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $2.32M | Buy |
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