United Capital Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

United Capital Financial Advisors’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$145M	Sell	1,166,626 -28,913	-2%	-$3.67M	0.89%	19
2025 Q4	$144M	Buy	1,195,539 +107,719	+10%	+$12.9M	0.87%	23
2025 Q3	$129M	Sell	1,087,820 -32,151	-3%	-$3.7M	0.93%	18
2025 Q2	$122M	Sell	1,119,971 -66,404	-6%	-$6.86M	0.99%	16
2025 Q1	$124M	Buy	1,186,375 +77,946	+7%	+$8.8M	1.06%	16
2024 Q4	$128M	Sell	1,108,429 -12,103	-1%	-$1.45M	1.08%	16
2024 Q3	$131M	Buy	1,120,532 +10,279	+0.9%	+$1.16M	1.08%	16
2024 Q2	$118M	Sell	1,110,253 -10,114	-0.9%	-$1.08M	1.02%	18
2024 Q1	$124M	Buy	1,120,367 +29,534	+3%	+$3.14M	1.02%	15
2023 Q4	$118M	Sell	1,090,833 -854,167	-44%	-$82.3M	0.98%	16
2023 Q3	$183M	Sell	1,945,000 -286,864	-13%	-$28.7M	1.2%	14
2023 Q2	$222M	Buy	2,231,864 +146,278	+7%	+$13.9M	1.21%	16
2023 Q1	$202M	Buy	2,085,586 +88,052	+4%	+$8.8M	1.13%	17
2022 Q4	$189M	Buy	1,997,534 +102,111	+5%	+$9.79M	1.06%	16
2022 Q3	$165M	Buy	1,895,423 +108,234	+6%	+$10.5M	0.98%	19
2022 Q2	$165M	Buy	1,787,189 +172,791	+11%	+$17.2M	0.91%	17
2022 Q1	$174M	Buy	1,614,398 +165,679	+11%	+$17.9M	0.85%	20
2021 Q4	$166M	Buy	1,448,719 +120,174	+9%	+$13.7M	0.76%	23
2021 Q3	$145M	Buy	1,328,545 +139,468	+12%	+$15.4M	0.73%	24
2021 Q2	$134M	Buy	1,189,077 +141,343	+13%	+$15.8M	0.68%	27
2021 Q1	$114M	Buy	1,047,734 +57,663	+6%	+$6.04M	0.63%	27
2020 Q4	$91M	Buy	990,071 +120,678	+14%	+$9.91M	0.55%	31
2020 Q3	$61.1M	Buy	869,393 +415,523	+92%	+$29.8M	0.4%	51
2020 Q2	$31M	Sell	453,870 -38,044	-8%	-$2.4M	0.23%	101
2020 Q1	$27.6M	Buy	491,914 +4,590	+0.9%	+$342K	0.23%	96
2019 Q4	$40.9M	Buy	487,324 +43,877	+10%	+$3.53M	0.26%	88
2019 Q3	$34.5M	Sell	443,447 -58,435	-12%	-$4.53M	0.24%	97
2019 Q2	$39.3M	Sell	501,882 -30,877	-6%	-$2.4M	0.26%	93
2019 Q1	$41.1M	Buy	532,759 +18,706	+4%	+$1.44M	0.29%	82
2018 Q4	$35.6M	Buy	514,053 +29,742	+6%	+$2.3M	0.28%	78
2018 Q3	$42.3M	Buy	484,311 +55,852	+13%	+$4.89M	0.3%	70
2018 Q2	$35.8M	Sell	428,459 -2,906	-0.7%	-$237K	0.27%	82
2018 Q1	$33.2M	Buy	431,365 +17,807	+4%	+$1.39M	0.25%	89
2017 Q4	$32M	Sell	413,558 -10,943	-3%	-$825K	0.25%	90
2017 Q3	$31.5M	Buy	424,501 +12,340	+3%	+$865K	0.27%	81
2017 Q2	$28.9M	Sell	412,161 -12,801	-3%	-$886K	0.26%	90
2017 Q1	$29.4M	Buy	424,962 +21,272	+5%	+$1.47M	0.27%	80
2016 Q4	$13.9M	Sell	403,690 -21,022	-5%	-$1.36M	0.13%	171
2016 Q3	$26.4M	Sell	424,712 -14,380	-3%	-$878K	0.26%	85
2016 Q2	$25.5M	Sell	439,092 -14,754	-3%	-$841K	0.26%	79
2016 Q1	$25.6M	Sell	453,846 -23,478	-5%	-$1.23M	0.28%	71
2015 Q4	$26.3M	Sell	477,324 -31,368	-6%	-$1.77M	0.3%	58
2015 Q3	$27.1M	Sell	508,692 -172,970	-25%	-$9.81M	0.33%	53
2015 Q2	$40.2M	Buy	681,662 +54,860	+9%	+$3.24M	0.47%	39
2015 Q1	$36.1M	Buy	626,802 +62,092	+11%	+$3.56M	0.44%	44
2014 Q4	$32.2M	Buy	564,710 +157,828	+39%	+$8.62M	0.48%	47
2014 Q3	$21.2M	Buy	406,882 +34,382	+9%	+$1.87M	0.37%	69
2014 Q2	$20.9M	Buy	372,500 +9,936	+3%	+$537K	0.39%	67
2014 Q1	$20M	Buy	362,564 +35,030	+11%	+$1.89M	0.43%	50
2013 Q4	$17.9M	Buy	327,534 +85,542	+35%	+$4.47M	0.61%	36
2013 Q3	$12.1M	Buy	241,992 +15,460	+7%	+$747K	0.38%	57
2013 Q2	$10.2M	Buy	+226,532	New	+$10M	0.27%	98