Sound Income Strategies’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
Q3 | $452K | Sell |
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|
2025
Q2 | $462K | Sell |
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|
2025
Q1 | $3.21M | Buy |
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|
2024
Q4 | $3.39M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $3.91M | Buy |
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|
2023
Q3 | $53.7K | Buy |
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|
2023
Q2 | $21.8K | Buy |
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|
2023
Q1 | $3.24K | Hold |
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|
2022
Q4 | $3.12K | Sell |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $10K | Buy |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Buy |
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|
2021
Q1 | $2.08K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $23K | Sell |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $34K | Sell |
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|
2019
Q2 | $38K | Sell |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $46K | Sell |
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|
2018
Q3 | $70K | Buy |
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|
2018
Q2 | $32K | Sell |
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|
2018
Q1 | $31K | Buy |
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|
2017
Q4 | $9K | Buy |
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