Sand Hill Global Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
2,807
-188
| -6% | -$20.5K | 0.01% | 169 |
|
|
2025
Q1 | $313K | Hold |
2,995
| – | – | 0.01% | 162 |
|
|
2024
Q4 | $345K | Buy |
2,995
+462
| +18% | +$53.2K | 0.01% | 157 |
|
|
2024
Q3 | $296K | Hold |
2,533
| – | – | 0.01% | 169 |
|
|
2024
Q2 | $270K | Buy |
+2,533
| New | +$270K | 0.01% | 167 |
|
|
2019
Q1 | – | Sell |
-3,399
| Closed | -$236K | – | 108 |
|
|
2018
Q4 | $236K | Sell |
3,399
-1,222
| -26% | -$84.8K | 0.03% | 97 |
|
|
2018
Q3 | $403K | Hold |
4,621
| – | – | 0.04% | 82 |
|
|
2018
Q2 | $386K | Buy |
4,621
+1,540
| +50% | +$129K | 0.04% | 82 |
|
|
2018
Q1 | $237K | Sell |
3,081
-2,813
| -48% | -$216K | 0.23% | 70 |
|
|
2017
Q4 | $453K | Hold |
5,894
| – | – | 0.05% | 82 |
|
|
2017
Q3 | $437K | Sell |
5,894
-232
| -4% | -$17.2K | 0.05% | 80 |
|
|
2017
Q2 | $429K | Buy |
6,126
+772
| +14% | +$54.1K | 0.05% | 82 |
|
|
2017
Q1 | $370K | Hold |
5,354
| – | – | 0.05% | 68 |
|
|
2016
Q4 | $368K | Buy |
+5,354
| New | +$368K | 0.05% | 65 |
|