Stokes Family Office’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 | $451K | Sell |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $495K | Sell |
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|
2024
Q2 | $457K | Sell |
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|
2024
Q1 | $485K | Buy |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $697K | Buy |
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|
2023
Q2 | $425K | Sell |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $669K | Sell |
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|
2022
Q3 | $752K | Buy |
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|
2022
Q2 | $664K | Sell |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $14.3M | Buy |
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|
2021
Q3 | $12.7M | Buy |
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|
2021
Q2 | $12.4M | Buy |
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|
2021
Q1 | $11.8M | Buy |
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