Toth Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $466K | Buy |
3,752
+1,770
| +89% | +$225K | 0.05% | 171 |
|
|
2025
Q4 | $238K | Buy |
1,982
+503
| +34% | +$60.2K | 0.03% | 206 |
|
|
2025
Q3 | $176K | Buy |
1,479
+1,070
| +262% | +$123K | 0.02% | 225 |
|
|
2025
Q2 | $44.7K | Buy |
409
+32
| +8% | +$3.31K | 0.01% | 324 |
|
|
2025
Q1 | $39.4K | Sell |
377
-12
| -3% | -$1.35K | ﹤0.01% | 319 |
|
|
2024
Q4 | $44.8K | Buy |
389
+14
| +4% | +$1.67K | 0.01% | 308 |
|
|
2024
Q3 | $43.9K | Sell |
375
-33
| -8% | -$3.73K | 0.01% | 308 |
|
|
2024
Q2 | $43.5K | Sell |
408
-81
| -17% | -$8.67K | 0.01% | 305 |
|
|
2024
Q1 | $54.1K | Sell |
489
-2
| -0.4% | -$212 | 0.01% | 285 |
|
|
2023
Q4 | $53.1K | Buy |
491
+4
| +0.8% | +$386 | 0.01% | 289 |
|
|
2023
Q3 | $45.9K | Buy |
487
+250
| +105% | +$25K | 0.01% | 281 |
|
|
2023
Q2 | $23.6K | Buy |
237
+1
| +0.4% | +$95 | ﹤0.01% | 370 |
|
|
2023
Q1 | $22.8K | Buy |
236
+1
| +0.4% | +$100 | ﹤0.01% | 368 |
|
|
2022
Q4 | $22.3K | Buy |
235
+2
| +0.9% | +$192 | ﹤0.01% | 369 |
|
|
2022
Q3 | $20K | Hold |
233
| – | – | ﹤0.01% | 376 |
|
|
2022
Q2 | $22K | Buy |
233
+1
| +0.4% | +$99 | ﹤0.01% | 358 |
|
|
2022
Q1 | $25K | Hold |
232
| – | – | ﹤0.01% | 362 |
|
|
2021
Q4 | $27K | Sell |
232
-67
| -22% | -$7.64K | ﹤0.01% | 358 |
|
|
2021
Q3 | $33K | Sell |
299
-110
| -27% | -$12.1K | 0.01% | 346 |
|
|
2021
Q2 | $46K | Buy |
409
+2
| +0.5% | +$223 | 0.01% | 288 |
|
|
2021
Q1 | $44K | Hold |
407
| – | – | 0.01% | 304 |
|
|
2020
Q4 | $37K | Buy |
407
+1
| +0.2% | +$82 | 0.01% | 275 |
|
|
2020
Q3 | $29K | Buy |
406
+2
| +0.5% | +$143 | 0.01% | 276 |
|
|
2020
Q2 | $28K | Buy |
404
+3
| +0.7% | +$189 | 0.01% | 256 |
|
|
2020
Q1 | $22K | Hold |
401
| – | – | 0.01% | 226 |
|
|
2019
Q4 | $34K | Buy |
401
+83
| +26% | +$6.68K | 0.01% | 230 |
|
|
2019
Q3 | $25K | Hold |
318
| – | – | 0.01% | 259 |
|
|
2019
Q2 | $25K | Buy |
318
+1
| +0.3% | +$78 | 0.01% | 264 |
|
|
2019
Q1 | $24K | Buy |
317
+1
| +0.3% | +$77 | 0.01% | 254 |
|
|
2018
Q4 | $22K | Buy |
316
+83
| +36% | +$6.42K | 0.01% | 232 |
|
|
2018
Q3 | $20K | Hold |
233
| – | – | ﹤0.01% | 270 |
|
|
2018
Q2 | $19K | Hold |
233
| – | – | ﹤0.01% | 275 |
|
|
2018
Q1 | $18K | Buy |
233
+1
| +0.4% | +$78 | ﹤0.01% | 278 |
|
|
2017
Q4 | $18K | Buy |
+232
| New | +$17.5K | ﹤0.01% | 283 |
|
Other funds holding IJR
