Sharkey, Howes & Javer’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 | $1.15M | Hold |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.51M | Hold |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $864K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.17M | Sell |
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|
2022
Q3 | $4.94M | Buy |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $7.17M | Sell |
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|
2021
Q4 | $9.88M | Buy |
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|
2021
Q3 | $9.08M | Buy |
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|
2021
Q2 | $8.9M | Buy |
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|
2021
Q1 | $7.01M | Buy |
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|
2020
Q4 | $2.95M | Sell |
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|
2020
Q3 | $5.11M | Buy |
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|
2020
Q2 | $4.19M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $164K | Buy |
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|
2018
Q3 | $179K | Buy |
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|
2018
Q2 | $146K | Buy |
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|
2018
Q1 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $23K | Sell |
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|
2016
Q4 | $84K | Buy |
|