Sather Financial 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 | – | Sell |
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|
2025
Q2 | $729K | Hold |
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|
2025
Q1 | $697K | Sell |
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|
2024
Q4 | $772K | Hold |
|
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|
2024
Q3 | $783K | Hold |
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|
2024
Q2 | $714K | Buy |
|
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|
2024
Q1 | $737K | Hold |
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|
2023
Q4 | $722K | Hold |
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|
2023
Q3 | $629K | Hold |
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|
2023
Q2 | $665K | Hold |
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|
2023
Q1 | $645K | Hold |
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|
2022
Q4 | $631K | Hold |
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|
2022
Q3 | $582K | Sell |
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|
2022
Q2 | $624K | Buy |
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|
2022
Q1 | $720K | Hold |
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|
2021
Q4 | $764K | Hold |
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|
2021
Q3 | $728K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $380K | Sell |
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|
2019
Q4 | $987K | Buy |
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|
2019
Q3 | $527K | Buy |
|