Simon Quick 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
Q3 | $866K | Buy |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $379K | Sell |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $446K | Buy |
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|
2022
Q1 | $87K | Buy |
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|
2021
Q4 | $92K | Sell |
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|
2021
Q3 | $125K | Buy |
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|
2021
Q2 | $129K | Buy |
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|
2021
Q1 | $117K | Sell |
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|
2020
Q4 | $151K | Buy |
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|
2020
Q3 | $85K | Buy |
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|
2020
Q2 | $82K | Sell |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $529K | Buy |
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|
2019
Q2 | $496K | Buy |
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|
2019
Q1 | $466K | Sell |
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|
2018
Q4 | $1.49M | Buy |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $936K | Buy |
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|
2017
Q4 | $908K | Sell |
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|
2017
Q3 | $1.42M | Buy |
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|
2017
Q2 | $1.27M | Buy |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $323K | Buy |
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