SNS Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $318K | Sell |
2,559
-13
| -0.5% | -$1.65K | 0.03% | 164 |
|
|
2025
Q4 | $309K | Sell |
2,572
-203
| -7% | -$24.3K | 0.03% | 172 |
|
|
2025
Q3 | $330K | Hold |
2,775
| – | – | 0.03% | 156 |
|
|
2025
Q2 | $303K | Hold |
2,775
| – | – | 0.03% | 159 |
|
|
2025
Q1 | $290K | Buy |
2,775
+65
| +2% | +$7.33K | 0.03% | 153 |
|
|
2024
Q4 | $312K | Sell |
2,710
-235
| -8% | -$28.1K | 0.03% | 144 |
|
|
2024
Q3 | $344K | Sell |
2,945
-190
| -6% | -$21.5K | 0.03% | 142 |
|
|
2024
Q2 | $334K | Buy |
3,135
+12
| +0.4% | +$1.28K | 0.04% | 137 |
|
|
2024
Q1 | $345K | Buy |
3,123
+112
| +4% | +$11.9K | 0.04% | 136 |
|
|
2023
Q4 | $326K | Hold |
3,011
| – | – | 0.04% | 137 |
|
|
2023
Q3 | $285K | Sell |
3,011
-448
| -13% | -$44.8K | 0.04% | 144 |
|
|
2023
Q2 | $345K | Sell |
3,459
-8
| -0.2% | -$762 | 0.04% | 133 |
|
|
2023
Q1 | $335K | Sell |
3,467
-459
| -12% | -$45.9K | 0.04% | 140 |
|
|
2022
Q4 | $372K | Buy |
3,926
+28
| +0.7% | +$2.69K | 0.05% | 136 |
|
|
2022
Q3 | $340K | Sell |
3,898
-67
| -2% | -$6.51K | 0.05% | 137 |
|
|
2022
Q2 | $366K | Sell |
3,965
-150
| -4% | -$14.9K | 0.05% | 131 |
|
|
2022
Q1 | $444K | Sell |
4,115
-232
| -5% | -$25K | 0.05% | 135 |
|
|
2021
Q4 | $498K | Sell |
4,347
-50
| -1% | -$5.7K | 0.06% | 137 |
|
|
2021
Q3 | $480K | Sell |
4,397
-791
| -15% | -$87.1K | 0.06% | 129 |
|
|
2021
Q2 | $586K | Sell |
5,188
-207
| -4% | -$23.1K | 0.08% | 116 |
|
|
2021
Q1 | $586K | Buy |
5,395
+50
| +0.9% | +$5.23K | 0.08% | 115 |
|
|
2020
Q4 | $491K | Buy |
5,345
+2
| +0% | +$164 | 0.07% | 123 |
|
|
2020
Q3 | $375K | Sell |
5,343
-283
| -5% | -$20.3K | 0.06% | 135 |
|
|
2020
Q2 | $384K | Sell |
5,626
-21
| -0.4% | -$1.33K | 0.07% | 130 |
|
|
2020
Q1 | $317K | Buy |
5,647
+653
| +13% | +$48.6K | 0.07% | 140 |
|
|
2019
Q4 | $419K | Sell |
4,994
-303
| -6% | -$24.4K | 0.08% | 141 |
|
|
2019
Q3 | $412K | Sell |
5,297
-308
| -5% | -$23.9K | 0.08% | 125 |
|
|
2019
Q2 | $439K | Buy |
5,605
+147
| +3% | +$11.4K | 0.09% | 125 |
|
|
2019
Q1 | $421K | Buy |
5,458
+585
| +12% | +$44.9K | 0.1% | 123 |
|
|
2018
Q4 | $338K | Buy |
4,873
+1,114
| +30% | +$86.1K | 0.09% | 131 |
|
|
2018
Q3 | $328K | Buy |
3,759
+90
| +2% | +$7.88K | 0.08% | 128 |
|
|
2018
Q2 | $306K | Sell |
3,669
-892
| -20% | -$72.7K | 0.08% | 127 |
|
|
2018
Q1 | $351K | Sell |
4,561
-1,188
| -21% | -$92.5K | 0.1% | 112 |
|
|
2017
Q4 | $442K | Buy |
5,749
+1,803
| +46% | +$136K | 0.11% | 112 |
|
|
2017
Q3 | $293K | Sell |
3,946
-43
| -1% | -$3.01K | 0.08% | 133 |
|
|
2017
Q2 | $280K | Hold |
3,989
| – | – | 0.07% | 136 |
|
|
2017
Q1 | $276K | Buy |
+3,989
| New | +$275K | 0.07% | 143 |
|
Other funds holding IJR
