SkyOak Wealth’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
$7.22M Sell
2025
Q1
$6.95M Sell
2024
Q4
$8.67M Sell
2024
Q3
$9.59M Sell
2024
Q2
$9.15M Buy
2024
Q1
$9.04M Buy
2023
Q4
$8.63M Buy
2023
Q3
$7.1M Buy
2023
Q2
$7.14M Buy
2023
Q1
$5.82M Buy
2022
Q4
$5.17M Buy
2022
Q3
$4.07M Buy
2022
Q2
$3.92M Sell
2022
Q1
$4.68M Buy
2021
Q4
$4.66M Buy
2021
Q3
$4.05M Buy
2021
Q2
$4.1M Buy
2021
Q1
$3.61M Buy
2020
Q4
$2.85M Sell
2020
Q3
$2.22M Buy
2020
Q2
$1.6M Buy
2020
Q1
$695K Buy
2019
Q4
$858K Buy