Soltis Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.8M | Sell |
70,793
-1,965
| -3% | -$250K | 0.57% | 41 |
|
|
2025
Q4 | $8.74M | Buy |
72,758
+6,867
| +10% | +$821K | 0.58% | 35 |
|
|
2025
Q3 | $7.83M | Buy |
65,891
+990
| +2% | +$114K | 0.54% | 43 |
|
|
2025
Q2 | $7.09M | Buy |
64,901
+85
| +0.1% | +$8.79K | 0.56% | 43 |
|
|
2025
Q1 | $6.78M | Sell |
64,816
-1,829
| -3% | -$206K | 0.61% | 42 |
|
|
2024
Q4 | $7.68M | Sell |
66,645
-1,101
| -2% | -$132K | 0.71% | 27 |
|
|
2024
Q3 | $7.92M | Buy |
67,746
+1,636
| +2% | +$185K | 0.77% | 29 |
|
|
2024
Q2 | $7.05M | Buy |
66,110
+636
| +1% | +$68K | 0.75% | 29 |
|
|
2024
Q1 | $7.24M | Buy |
65,474
+184
| +0.3% | +$19.5K | 0.81% | 28 |
|
|
2023
Q4 | $7.07M | Buy |
65,290
+552
| +0.9% | +$53.2K | 0.8% | 29 |
|
|
2023
Q3 | $6.11M | Buy |
64,738
+2,130
| +3% | +$213K | 0.79% | 28 |
|
|
2023
Q2 | $6.24M | Sell |
62,608
-6,828
| -10% | -$650K | 0.73% | 29 |
|
|
2023
Q1 | $6.71M | Sell |
69,436
-6,815
| -9% | -$681K | 0.85% | 22 |
|
|
2022
Q4 | $7.22M | Buy |
76,251
+1,075
| +1% | +$103K | 0.95% | 20 |
|
|
2022
Q3 | $6.55M | Buy |
75,176
+1,559
| +2% | +$151K | 0.99% | 23 |
|
|
2022
Q2 | $6.8M | Sell |
73,617
-8,029
| -10% | -$798K | 0.99% | 22 |
|
|
2022
Q1 | $8.81M | Buy |
81,646
+624
| +0.8% | +$67.3K | 1.22% | 14 |
|
|
2021
Q4 | $9.28M | Buy |
81,022
+2,257
| +3% | +$257K | 1.31% | 13 |
|
|
2021
Q3 | $8.6M | Sell |
78,765
-8,435
| -10% | -$929K | 1.33% | 14 |
|
|
2021
Q2 | $9.85M | Buy |
87,200
+3,738
| +4% | +$417K | 1.56% | 12 |
|
|
2021
Q1 | $9.06M | Buy |
83,462
+19,485
| +30% | +$2.04M | 1.65% | 9 |
|
|
2020
Q4 | $5.88M | Buy |
63,977
+3,467
| +6% | +$285K | 1.09% | 17 |
|
|
2020
Q3 | $4.25M | Buy |
60,510
+1,254
| +2% | +$89.9K | 1% | 22 |
|
|
2020
Q2 | $4.05M | Sell |
59,256
-9,685
| -14% | -$611K | 1.05% | 23 |
|
|
2020
Q1 | $3.87M | Sell |
68,941
-54,131
| -44% | -$4.03M | 1.2% | 24 |
|
|
2019
Q4 | $10.3M | Buy |
+123,072
| New | +$9.9M | 1.99% | 12 |
|
Other funds holding IJR
