Steph & Co’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 | $2.17M | Hold |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.95M | Sell |
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|
2024
Q3 | $2.05M | Hold |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $1.94M | Buy |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.77M | Sell |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.58M | Buy |
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