Vickerman Investment Advisors’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 | $3.59M | Buy |
32,822
+1,106
| +3% | +$121K | 0.77% | 38 |
|
|
2025
Q1 | $3.32M | Buy |
31,716
+3,616
| +13% | +$378K | 0.75% | 36 |
|
|
2024
Q4 | $3.24M | Buy |
28,100
+384
| +1% | +$44.2K | 0.88% | 35 |
|
|
2024
Q3 | $3.24M | Buy |
27,716
+336
| +1% | +$39.3K | 0.95% | 37 |
|
|
2024
Q2 | $2.92M | Sell |
27,380
-62
| -0.2% | -$6.61K | 0.94% | 38 |
|
|
2024
Q1 | $3.03M | Sell |
27,442
-609
| -2% | -$67.3K | 0.98% | 37 |
|
|
2023
Q4 | $3.04M | Sell |
28,051
-768
| -3% | -$83.1K | 1.04% | 35 |
|
|
2023
Q3 | $2.72M | Sell |
28,819
-395
| -1% | -$37.3K | 1.11% | 39 |
|
|
2023
Q2 | $2.91M | Buy |
29,214
+3,156
| +12% | +$314K | 1.14% | 34 |
|
|
2023
Q1 | $2.52M | Buy |
26,058
+14,364
| +123% | +$1.39M | 0.99% | 42 |
|
|
2022
Q4 | $1.11M | Buy |
11,694
+5,003
| +75% | +$473K | 0.5% | 48 |
|
|
2022
Q3 | $583K | Sell |
6,691
-598
| -8% | -$52.1K | 0.28% | 57 |
|
|
2022
Q2 | $674K | Buy |
7,289
+83
| +1% | +$7.68K | 0.32% | 59 |
|
|
2022
Q1 | $713K | Buy |
7,206
+167
| +2% | +$16.5K | 0.32% | 58 |
|
|
2021
Q4 | $806K | Buy |
7,039
+743
| +12% | +$85.1K | 0.33% | 56 |
|
|
2021
Q3 | $687K | Buy |
+6,296
| New | +$687K | 0.27% | 59 |
|