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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09M | Buy |
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|
2025
Q1 | $6.78M | Sell |
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|
2024
Q4 | $7.68M | Sell |
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|
2024
Q3 | $7.92M | Buy |
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|
2024
Q2 | $7.05M | Buy |
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|
2024
Q1 | $7.24M | Buy |
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|
2023
Q4 | $7.07M | Buy |
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|
2023
Q3 | $6.11M | Buy |
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|
2023
Q2 | $6.24M | Sell |
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|
2023
Q1 | $6.71M | Sell |
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|
2022
Q4 | $7.22M | Buy |
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|
2022
Q3 | $6.55M | Buy |
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|
2022
Q2 | $6.8M | Sell |
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|
2022
Q1 | $8.81M | Buy |
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|
2021
Q4 | $9.28M | Buy |
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|
2021
Q3 | $8.6M | Sell |
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|
2021
Q2 | $9.85M | Buy |
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|
2021
Q1 | $9.06M | Buy |
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|
2020
Q4 | $5.88M | Buy |
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|
2020
Q3 | $4.25M | Buy |
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|
2020
Q2 | $4.05M | Sell |
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|
2020
Q1 | $3.87M | Sell |
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|
2019
Q4 | $10.3M | Buy |
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