SP Asset Management’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
$592K Sell
2025
Q1
$574K Buy
2024
Q4
$632K Buy
2024
Q3
$641K Buy
2024
Q2
$585K Buy
2024
Q1
$595K Buy
2023
Q4
$582K Buy
2023
Q3
$504K Hold
2023
Q2
$532K Buy
2023
Q1
$515K Buy
2020
Q2
Sell
2020
Q1
$325K Buy