Allen Investment Management’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
$6.69M Sell
2025
Q2
$6.84M Hold
2025
Q1
$6.54M Hold
2024
Q4
$7.21M Hold
2024
Q3
$7.32M Hold
2024
Q2
$6.68M Hold
2024
Q1
$6.92M Sell
2023
Q4
$6.78M Hold
2023
Q3
$5.9M Hold
2023
Q2
$6.24M Hold
2023
Q1
$6.05M Hold
2022
Q4
$5.92M Hold
2022
Q3
$5.46M Buy
2022
Q2
$3.5M Hold
2022
Q1
$4.09M Hold
2021
Q4
$4.34M Buy
2021
Q3
$1.79M Hold
2021
Q2
$1.85M Hold
2021
Q1
$1.78M Buy
2020
Q4
$1.35M Buy
2020
Q3
$254K Hold
2020
Q2
$247K Hold
2020
Q1
$203K Hold
2019
Q4
$303K Hold
2019
Q3
$281K Hold
2019
Q2
$283K Buy