Sandy Cove 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
$1.33M Buy
2025
Q2
$1.22M Sell
2025
Q1
$1.2M Buy
2024
Q4
$1.31M Buy
2024
Q3
$1.27M Buy
2024
Q2
$1.15M Buy
2024
Q1
$933K Buy
2023
Q4
$694K Buy
2023
Q3
$293K Sell
2023
Q2
$361K Buy
2023
Q1
Sell
2022
Q4
$306K Buy
2022
Q3
$252K Buy
2022
Q2
$227K Buy
2022
Q1
$244K Buy
2021
Q4
$208K Buy