Stelac Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stelac Advisory Services’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$717K	Hold	6,561	–	–	0.27%	49
2025 Q1	$686K	Sell	6,561 -2,250	-26%	-$235K	0.28%	52
2024 Q4	$1.02M	Buy	8,811 +4,076	+86%	+$470K	0.4%	46
2024 Q3	$554K	Buy	4,735 +649	+16%	+$75.9K	0.22%	55
2024 Q2	$436K	Sell	4,086 -145	-3%	-$15.5K	0.18%	59
2024 Q1	$468K	Buy	4,231 +699	+20%	+$77.3K	0.22%	55
2023 Q4	$382K	Buy	3,532 +45	+1%	+$4.87K	0.21%	55
2023 Q3	$329K	Hold	3,487	–	–	0.18%	68
2023 Q2	$347K	Sell	3,487 -664	-16%	-$66.2K	0.16%	109
2023 Q1	$401K	Sell	4,151 -25	-0.6%	-$2.42K	0.17%	97
2022 Q4	$395K	Sell	4,176 -719	-15%	-$68K	0.18%	102
2022 Q3	$427K	Hold	4,895	–	–	0.19%	92
2022 Q2	$452K	Sell	4,895 -45	-0.9%	-$4.16K	0.18%	92
2022 Q1	$533K	Buy	4,940 +672	+16%	+$72.5K	0.19%	56
2021 Q4	$489K	Buy	4,268 +1,069	+33%	+$122K	0.13%	96
2021 Q3	$349K	Sell	3,199 -650	-17%	-$70.9K	0.09%	153
2021 Q2	$435K	Buy	3,849 +115	+3%	+$13K	0.1%	139
2021 Q1	$405K	Buy	3,734 +145	+4%	+$15.7K	0.15%	105
2020 Q4	$330K	Buy	3,589 +1,158	+48%	+$106K	0.09%	134
2020 Q3	$171K	Buy	2,431 +275	+13%	+$19.3K	0.06%	143
2020 Q2	$147K	Sell	2,156 -4,301	-67%	-$293K	0.06%	122
2020 Q1	$362K	Sell	6,457 -3,019	-32%	-$169K	0.17%	62
2019 Q4	$795K	Buy	9,476 +700	+8%	+$58.7K	0.57%	29
2019 Q3	$683K	Buy	8,776 +425	+5%	+$33.1K	0.49%	30
2019 Q2	$654K	Sell	8,351 -8,563	-51%	-$671K	0.5%	28
2019 Q1	$1.17M	Hold	16,914	–	–	0.56%	21
2018 Q4	$1.17M	Buy	16,914 +1,000	+6%	+$69.3K	0.57%	21
2018 Q3	$1.48M	Sell	15,914 -2,700	-15%	-$250K	0.43%	30
2018 Q2	$1.55M	Buy	18,614 +925	+5%	+$77.2K	0.43%	25
2018 Q1	$1.36M	Buy	17,689 +8,100	+84%	+$624K	0.41%	23
2017 Q4	$737K	Buy	9,589 +4,570	+91%	+$351K	0.31%	23
2017 Q3	$373K	Hold	5,019	–	–	0.11%	50
2017 Q2	$352K	Sell	5,019 -193,648	-97%	-$13.6M	0.12%	40
2017 Q1	$377K	Buy	198,667 +196,721	+10,109%	+$373K	0.12%	40
2016 Q4	$134K	Buy	+1,946	New	+$134K	0.04%	62