Sonata Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Sell |
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|
2025
Q1 | $906K | Hold |
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|
2024
Q4 | $998K | Buy |
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|
2024
Q3 | $996K | Buy |
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|
2024
Q2 | $875K | Buy |
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|
2024
Q1 | $860K | Buy |
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|
2023
Q4 | $797K | Hold |
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|
2023
Q3 | $694K | Buy |
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|
2023
Q2 | $717K | Hold |
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|
2023
Q1 | $696K | Hold |
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|
2022
Q4 | $681K | Sell |
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|
2022
Q3 | $659K | Hold |
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|
2022
Q2 | $698K | Hold |
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|
2022
Q1 | $815K | Hold |
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|
2021
Q4 | $865K | Hold |
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|
2021
Q3 | $825K | Hold |
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|
2021
Q2 | $854K | Hold |
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|
2021
Q1 | $820K | Hold |
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|
2020
Q4 | $695K | Hold |
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|
2020
Q3 | $531K | Hold |
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|
2020
Q2 | $516K | Hold |
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|
2020
Q1 | $424K | Buy |
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|
2019
Q4 | $604K | Sell |
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|
2019
Q3 | $565K | Sell |
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|
2019
Q2 | $625K | Buy |
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|
2019
Q1 | $613K | Hold |
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|
2018
Q4 | $551K | Sell |
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|
2018
Q3 | $759K | Sell |
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|
2018
Q2 | $755K | Hold |
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|
2018
Q1 | $697K | Buy |
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|
2017
Q4 | $645K | Hold |
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|
2017
Q3 | $623K | Hold |
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|
2017
Q2 | $589K | Sell |
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|
2017
Q1 | $609K | Hold |
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|
2016
Q4 | $605K | Hold |
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|
2016
Q3 | $546K | Hold |
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|
2016
Q2 | $511K | Hold |
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|
2016
Q1 | $495K | Hold |
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|
2015
Q4 | $484K | Sell |
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|
2015
Q3 | $490K | Hold |
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|
2015
Q2 | $542K | Hold |
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|
2015
Q1 | $543K | Hold |
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|
2014
Q4 | $525K | Buy |
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