Zullo Investment Group’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
Q3 | $234K | Buy |
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|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $242K | Sell |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $278K | Sell |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $416K | Buy |
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