Valmark Advisers’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 | $38M | Sell |
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|
2025
Q1 | $36.9M | Sell |
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|
2024
Q4 | $41.1M | Sell |
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|
2024
Q3 | $42.6M | Sell |
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|
2024
Q2 | $39M | Sell |
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|
2024
Q1 | $40.9M | Sell |
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|
2023
Q4 | $41M | Sell |
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|
2023
Q3 | $36.7M | Sell |
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|
2023
Q2 | $39.6M | Sell |
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|
2023
Q1 | $39.3M | Sell |
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|
2022
Q4 | $38.6M | Sell |
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|
2022
Q3 | $36.5M | Sell |
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|
2022
Q2 | $39.1M | Buy |
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|
2022
Q1 | $44.1M | Sell |
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|
2021
Q4 | $47.3M | Sell |
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|
2021
Q3 | $46.7M | Sell |
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|
2021
Q2 | $50.6M | Sell |
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|
2021
Q1 | $55.6M | Buy |
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|
2020
Q4 | $45.1M | Sell |
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|
2020
Q3 | $36.3M | Sell |
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|
2020
Q2 | $36.9M | Sell |
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|
2020
Q1 | $76.5M | Sell |
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|
2019
Q4 | $256M | Sell |
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|
2019
Q3 | $246M | Sell |
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|
2019
Q2 | $256M | Buy |
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|
2019
Q1 | $252M | Sell |
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|
2018
Q4 | $236M | Buy |
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|
2018
Q3 | $279M | Sell |
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|
2018
Q2 | $271M | Sell |
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|
2018
Q1 | $270M | Sell |
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|
2017
Q4 | $309M | Buy |
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|
2017
Q3 | $288M | Sell |
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|
2017
Q2 | $275M | Sell |
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|
2017
Q1 | $274M | Sell |
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|
2016
Q4 | $314M | Sell |
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|
2016
Q3 | $320M | Sell |
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|
2016
Q2 | $320M | Sell |
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|
2016
Q1 | $323M | Sell |
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|
2015
Q4 | $311M | Sell |
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|
2015
Q3 | $342M | Buy |
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|
2015
Q2 | $365M | Buy |
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|
2015
Q1 | $364M | Sell |
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|
2014
Q4 | $355M | Sell |
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|
2014
Q3 | $339M | Buy |
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|
2014
Q2 | $346M | Buy |
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|
2014
Q1 | $336M | Buy |
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|
2013
Q4 | $312M | Buy |
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|
2013
Q3 | $273M | Buy |
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|
2013
Q2 | $230M | Buy |
|