Summit Investment Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,407
| Closed | -$1.09M | – | 79 |
|
|
2025
Q1 | $1.09M | Sell |
10,407
-345
| -3% | -$36.1K | 0.53% | 23 |
|
|
2024
Q4 | $1.24M | Buy |
10,752
+62
| +0.6% | +$7.14K | 0.64% | 24 |
|
|
2024
Q3 | $1.25M | Buy |
+10,690
| New | +$1.25M | 0.66% | 24 |
|
|
2024
Q2 | – | Sell |
-12,993
| Closed | -$1.44M | – | 65 |
|
|
2024
Q1 | $1.44M | Buy |
12,993
+49
| +0.4% | +$5.42K | 0.85% | 19 |
|
|
2023
Q4 | $1.4M | Hold |
12,944
| – | – | 0.88% | 17 |
|
|
2023
Q3 | $1.22M | Buy |
12,944
+323
| +3% | +$30.5K | 0.91% | 17 |
|
|
2023
Q2 | $1.26M | Buy |
12,621
+14
| +0.1% | +$1.4K | 0.83% | 17 |
|
|
2023
Q1 | $1.22M | Sell |
12,607
-1,647
| -12% | -$159K | 0.87% | 16 |
|
|
2022
Q4 | $1.35M | Buy |
+14,254
| New | +$1.35M | 1.63% | 11 |
|