Steward Partners Investment Advisory’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 | $77M | Buy |
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|
2025
Q1 | $67.6M | Buy |
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|
2024
Q4 | $70.3M | Buy |
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|
2024
Q3 | $68.6M | Buy |
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|
2024
Q2 | $60.5M | Buy |
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|
2024
Q1 | $61.2M | Buy |
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|
2023
Q4 | $56.4M | Sell |
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|
2023
Q3 | $69.9M | Buy |
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|
2023
Q2 | $72.9M | Buy |
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|
2023
Q1 | $70.2M | Buy |
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|
2022
Q4 | $64.8M | Sell |
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|
2022
Q3 | $60M | Buy |
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|
2022
Q2 | $61.3M | Sell |
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|
2022
Q1 | $90.9M | Buy |
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|
2021
Q4 | $89M | Buy |
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|
2021
Q3 | $80.3M | Buy |
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|
2021
Q2 | $81.5M | Sell |
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|
2021
Q1 | $78.8M | Buy |
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|
2020
Q4 | $59.8M | Buy |
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|
2020
Q3 | $29.6M | Buy |
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|
2020
Q2 | $27.6M | Buy |
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|
2020
Q1 | $20.9M | Buy |
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|
2019
Q4 | $28.4M | Buy |
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|
2019
Q3 | $25.9M | Buy |
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|
2019
Q2 | $24.4M | Buy |
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|
2019
Q1 | $22.3M | Buy |
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|
2018
Q4 | $18.7M | Buy |
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|
2018
Q3 | $21.9M | Buy |
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|
2018
Q2 | $6.27M | Buy |
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|
2018
Q1 | $5.26M | Buy |
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|
2017
Q4 | $4.62M | Buy |
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|
2017
Q3 | $4.26M | Buy |
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|
2017
Q2 | $3.24M | Buy |
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|
2017
Q1 | $1.9M | Buy |
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