SL
Sentry LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Hold |
3,604
| – | – | 0.08% | 83 |
|
|
2025
Q1 | $377K | Buy |
3,604
+553
| +18% | +$57.8K | 0.07% | 83 |
|
|
2024
Q4 | $352K | Sell |
3,051
-553
| -15% | -$63.7K | 0.07% | 82 |
|
|
2024
Q3 | $422K | Hold |
3,604
| – | – | 0.08% | 75 |
|
|
2024
Q2 | $384K | Hold |
3,604
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $398K | Hold |
3,604
| – | – | 0.08% | 79 |
|
|
2023
Q4 | $390K | Hold |
3,604
| – | – | 0.08% | 78 |
|
|
2023
Q3 | $340K | Hold |
3,604
| – | – | 0.07% | 80 |
|
|
2023
Q2 | $359K | Buy |
+3,604
| New | +$359K | 0.08% | 85 |
|