Valeo Financial 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
Q2 | $246M | Buy |
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|
2025
Q1 | $220M | Buy |
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|
2024
Q4 | $232M | Buy |
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|
2024
Q3 | $228M | Buy |
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|
2024
Q2 | $200M | Buy |
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|
2024
Q1 | $189M | Buy |
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|
2023
Q4 | $181M | Buy |
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|
2023
Q3 | $150M | Buy |
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|
2023
Q2 | $152M | Buy |
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|
2023
Q1 | $139M | Buy |
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|
2022
Q4 | $130M | Buy |
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|
2022
Q3 | $115M | Buy |
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|
2022
Q2 | $116M | Buy |
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|
2022
Q1 | $128M | Buy |
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|
2021
Q4 | $124M | Buy |
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|
2021
Q3 | $113M | Buy |
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|
2021
Q2 | $113M | Buy |
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|
2021
Q1 | $106M | Sell |
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|
2020
Q4 | $90.5M | Buy |
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|
2020
Q3 | $66.9M | Buy |
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|
2020
Q2 | $64.1M | Buy |
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|
2020
Q1 | $53.7M | Buy |
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|
2019
Q4 | $60.2M | Buy |
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|
2019
Q3 | $51.6M | Buy |
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|
2019
Q2 | $46.4M | Buy |
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|
2019
Q1 | $39.9M | Buy |
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|
2018
Q4 | $29M | Buy |
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|
2018
Q3 | $30.9M | Buy |
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|
2018
Q2 | $25.7M | Buy |
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|
2018
Q1 | $9.4M | Buy |
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|
2017
Q4 | $7.34M | Buy |
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|
2017
Q3 | $4.34M | Buy |
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