Stelac Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $599K | Buy |
4,815
+689
| +17% | +$87.5K | 0.12% | 89 |
|
|
2025
Q4 | $496K | Sell |
4,126
-1,648
| -29% | -$197K | 0.18% | 61 |
|
|
2025
Q3 | $686K | Sell |
5,774
-787
| -12% | -$90.5K | 0.24% | 56 |
|
|
2025
Q2 | $717K | Hold |
6,561
| – | – | 0.27% | 49 |
|
|
2025
Q1 | $686K | Sell |
6,561
-2,250
| -26% | -$254K | 0.28% | 52 |
|
|
2024
Q4 | $1.02M | Buy |
8,811
+4,076
| +86% | +$487K | 0.4% | 46 |
|
|
2024
Q3 | $554K | Buy |
4,735
+649
| +16% | +$73.3K | 0.22% | 55 |
|
|
2024
Q2 | $436K | Sell |
4,086
-145
| -3% | -$15.5K | 0.18% | 59 |
|
|
2024
Q1 | $468K | Buy |
4,231
+699
| +20% | +$74.2K | 0.22% | 55 |
|
|
2023
Q4 | $382K | Buy |
3,532
+45
| +1% | +$4.34K | 0.21% | 55 |
|
|
2023
Q3 | $329K | Hold |
3,487
| – | – | 0.18% | 68 |
|
|
2023
Q2 | $347K | Sell |
3,487
-664
| -16% | -$63.2K | 0.16% | 109 |
|
|
2023
Q1 | $401K | Sell |
4,151
-25
| -0.6% | -$2.5K | 0.17% | 97 |
|
|
2022
Q4 | $395K | Sell |
4,176
-719
| -15% | -$69K | 0.18% | 102 |
|
|
2022
Q3 | $427K | Hold |
4,895
| – | – | 0.19% | 92 |
|
|
2022
Q2 | $452K | Sell |
4,895
-45
| -0.9% | -$4.47K | 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% | -$71.6K | 0.09% | 153 |
|
|
2021
Q2 | $435K | Buy |
3,849
+115
| +3% | +$12.8K | 0.1% | 139 |
|
|
2021
Q1 | $405K | Buy |
3,734
+145
| +4% | +$15.2K | 0.15% | 105 |
|
|
2020
Q4 | $330K | Buy |
3,589
+1,158
| +48% | +$95.1K | 0.09% | 134 |
|
|
2020
Q3 | $171K | Buy |
2,431
+275
| +13% | +$19.7K | 0.06% | 143 |
|
|
2020
Q2 | $147K | Sell |
2,156
-4,301
| -67% | -$272K | 0.06% | 122 |
|
|
2020
Q1 | $362K | Sell |
6,457
-3,019
| -32% | -$225K | 0.17% | 62 |
|
|
2019
Q4 | $795K | Buy |
9,476
+700
| +8% | +$56.3K | 0.57% | 29 |
|
|
2019
Q3 | $683K | Buy |
8,776
+425
| +5% | +$32.9K | 0.49% | 30 |
|
|
2019
Q2 | $654K | Sell |
8,351
-8,563
| -51% | -$665K | 0.5% | 28 |
|
|
2019
Q1 | $1.17M | Hold |
16,914
| – | – | 0.56% | 21 |
|
|
2018
Q4 | $1.17M | Buy |
16,914
+1,000
| +6% | +$77.3K | 0.57% | 21 |
|
|
2018
Q3 | $1.48M | Sell |
15,914
-2,700
| -15% | -$237K | 0.43% | 30 |
|
|
2018
Q2 | $1.55M | Buy |
18,614
+925
| +5% | +$75.4K | 0.43% | 25 |
|
|
2018
Q1 | $1.36M | Buy |
17,689
+8,100
| +84% | +$630K | 0.41% | 23 |
|
|
2017
Q4 | $737K | Buy |
9,589
+4,570
| +91% | +$345K | 0.31% | 23 |
|
|
2017
Q3 | $373K | Hold |
5,019
| – | – | 0.11% | 50 |
|
|
2017
Q2 | $352K | Sell |
5,019
-193,648
| -97% | -$13.4M | 0.12% | 40 |
|
|
2017
Q1 | $377K | Buy |
198,667
+196,721
| +10,109% | +$13.6M | 0.12% | 40 |
|
|
2016
Q4 | $134K | Buy |
+1,946
| New | +$126K | 0.04% | 62 |
|
Other funds holding IJR
