Southeast Asset 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
Q3 | $2.88M | Sell |
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|
2025
Q2 | $2.67M | Buy |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $2.81M | Buy |
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|
2024
Q3 | $2.84M | Buy |
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|
2024
Q2 | $2.56M | Buy |
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|
2024
Q1 | $2.55M | Sell |
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|
2023
Q4 | $2.53M | Sell |
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|
2023
Q3 | $2.26M | Sell |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.51M | Buy |
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|
2022
Q2 | $2.66M | Sell |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $3.14M | Buy |
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|
2021
Q2 | $3.25M | Sell |
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|
2021
Q1 | $3.13M | Sell |
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|
2020
Q4 | $2.86M | Buy |
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|
2020
Q3 | $2.09M | Sell |
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|
2020
Q2 | $2.26M | Sell |
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|
2020
Q1 | $1.98M | Sell |
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|
2019
Q4 | $3.05M | Sell |
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|
2019
Q3 | $2.9M | Buy |
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|
2019
Q2 | $2.53M | Sell |
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|
2019
Q1 | $2.74M | Sell |
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|
2018
Q4 | $2.55M | Buy |
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|
2018
Q3 | $3.02M | Buy |
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|
2018
Q2 | $2.01M | Buy |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $705K | Buy |
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|
2017
Q3 | $659K | Buy |
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|
2017
Q2 | $611K | Buy |
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|
2017
Q1 | $436K | Hold |
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|
2016
Q4 | $434K | Buy |
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|
2016
Q3 | $357K | Buy |
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|
2016
Q2 | $329K | Buy |
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