Sigma Planning Corp’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 | $20.6M | Buy |
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|
2025
Q1 | $19.1M | Sell |
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|
2024
Q4 | $23M | Buy |
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|
2024
Q3 | $23.3M | Buy |
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|
2024
Q2 | $19.9M | Buy |
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|
2024
Q1 | $20.5M | Buy |
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|
2023
Q4 | $10.5M | Sell |
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|
2023
Q3 | $19.8M | Sell |
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|
2023
Q2 | $24.4M | Sell |
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|
2023
Q1 | $26.1M | Sell |
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|
2022
Q4 | $25.8M | Buy |
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|
2022
Q3 | $22.7M | Buy |
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|
2022
Q2 | $23.2M | Sell |
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|
2022
Q1 | $27.7M | Sell |
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|
2021
Q4 | $41.7M | Buy |
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|
2021
Q3 | $35.3M | Buy |
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|
2021
Q2 | $34.3M | Buy |
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|
2021
Q1 | $27.4M | Buy |
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|
2020
Q4 | $19.4M | Buy |
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|
2020
Q3 | $14.1M | Sell |
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|
2020
Q2 | $15.1M | Sell |
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|
2020
Q1 | $12.5M | Sell |
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|
2019
Q4 | $26.1M | Buy |
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|
2019
Q3 | $23.3M | Buy |
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|
2019
Q2 | $22.4M | Sell |
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|
2019
Q1 | $22.3M | Sell |
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|
2018
Q4 | $23.6M | Sell |
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|
2018
Q3 | $40.1M | Buy |
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|
2018
Q2 | $31.3M | Buy |
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|
2018
Q1 | $22.5M | Buy |
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|
2017
Q4 | $19.9M | Buy |
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|
2017
Q3 | $16.9M | Buy |
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|
2017
Q2 | $15.4M | Buy |
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|
2017
Q1 | $14.4M | Buy |
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|
2016
Q4 | $12M | Buy |
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|
2016
Q3 | $8.15M | Buy |
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|
2016
Q2 | $6.61M | Buy |
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|
2016
Q1 | $4.95M | Sell |
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|
2015
Q4 | $7.04M | Buy |
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|
2015
Q3 | $3.6M | Sell |
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|
2015
Q2 | $6.93M | Buy |
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|
2015
Q1 | $6.2M | Sell |
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|
2014
Q4 | $6.57M | Buy |
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