SC&H Financial 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 | $796K | Sell |
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|
2025
Q1 | $779K | Buy |
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|
2024
Q4 | $857K | Sell |
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|
2024
Q3 | $911K | Buy |
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|
2024
Q2 | $830K | Sell |
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|
2024
Q1 | $877K | Buy |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $733K | Sell |
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|
2023
Q2 | $780K | Buy |
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|
2023
Q1 | $755K | Sell |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $930K | Buy |
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