Steel Grove Capital 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
Q2 | $858K | Buy |
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|
2025
Q1 | $770K | Buy |
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|
2024
Q4 | $747K | Buy |
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|
2024
Q3 | $616K | Sell |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $616K | Buy |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $456K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $264K | Sell |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $375K | Sell |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $863K | Sell |
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|
2019
Q3 | $847K | Sell |
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|
2019
Q2 | $866K | Sell |
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|
2019
Q1 | $882K | Sell |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | $257K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $663K | Buy |
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|
2017
Q1 | $531K | Buy |
|