Sovereign Financial 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
Q3 | $1.33M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $1.16M | Buy |
|
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $414K | Hold |
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|
2021
Q1 | $414K | Sell |
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|
2020
Q4 | $351K | Buy |
|