Summit Financial Wealth Advisors’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 | $18.7M | Buy |
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|
2025
Q2 | $16.9M | Sell |
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|
2025
Q1 | $16.4M | Buy |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $17.7M | Buy |
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|
2024
Q2 | $15.6M | Buy |
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|
2024
Q1 | $15.7M | Buy |
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|
2023
Q4 | $14.5M | Buy |
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|
2023
Q3 | $11.8M | Buy |
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|
2023
Q2 | $12.2M | Buy |
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|
2023
Q1 | $10.8M | Sell |
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|
2022
Q4 | $10.9M | Sell |
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|
2022
Q3 | $11.1M | Sell |
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|
2022
Q2 | $11.4M | Sell |
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|
2022
Q1 | $13.1M | Buy |
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|
2021
Q4 | $13.8M | Buy |
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|
2021
Q3 | $12.4M | Buy |
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|
2021
Q2 | $12.7M | Buy |
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|
2021
Q1 | $9.59M | Buy |
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|
2020
Q4 | $7.18M | Sell |
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|
2020
Q3 | $7.58M | Buy |
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|
2020
Q2 | $6.69M | Buy |
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|
2020
Q1 | $4.48M | Buy |
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|
2019
Q4 | $6.17M | Buy |
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|
2019
Q3 | $5.39M | Buy |
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|
2019
Q2 | $5.24M | Buy |
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|
2019
Q1 | $4.81M | Buy |
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|
2018
Q4 | $4.03M | Sell |
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|
2018
Q3 | $5.56M | Sell |
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|
2018
Q2 | $5.45M | Sell |
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|
2018
Q1 | $5.5M | Buy |
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