Appleton Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $506K | Sell |
4,071
-17
| -0.4% | -$2.16K | 0.04% | 187 |
|
|
2025
Q4 | $491K | Sell |
4,088
-81
| -2% | -$9.69K | 0.03% | 189 |
|
|
2025
Q3 | $495K | Hold |
4,169
| – | – | 0.03% | 189 |
|
|
2025
Q2 | $456K | Sell |
4,169
-131
| -3% | -$13.5K | 0.03% | 188 |
|
|
2025
Q1 | $450K | Sell |
4,300
-140
| -3% | -$15.8K | 0.03% | 183 |
|
|
2024
Q4 | $512K | Buy |
4,440
+317
| +8% | +$37.9K | 0.04% | 173 |
|
|
2024
Q3 | $482K | Sell |
4,123
-847
| -17% | -$95.7K | 0.04% | 180 |
|
|
2024
Q2 | $530K | Buy |
4,970
+34
| +0.7% | +$3.64K | 0.04% | 171 |
|
|
2024
Q1 | $545K | Sell |
4,936
-11
| -0.2% | -$1.17K | 0.04% | 177 |
|
|
2023
Q4 | $535K | Buy |
4,947
+256
| +5% | +$24.7K | 0.04% | 182 |
|
|
2023
Q3 | $443K | Buy |
4,691
+145
| +3% | +$14.5K | 0.04% | 196 |
|
|
2023
Q2 | $453K | Sell |
4,546
-35
| -0.8% | -$3.33K | 0.04% | 206 |
|
|
2023
Q1 | $443K | Buy |
4,581
+31
| +0.7% | +$3.1K | 0.04% | 213 |
|
|
2022
Q4 | $431K | Buy |
4,550
+45
| +1% | +$4.32K | 0.04% | 216 |
|
|
2022
Q3 | $393K | Buy |
4,505
+365
| +9% | +$35.5K | 0.04% | 220 |
|
|
2022
Q2 | $383K | Buy |
4,140
+829
| +25% | +$82.4K | 0.04% | 229 |
|
|
2022
Q1 | $357K | Sell |
3,311
-279
| -8% | -$30.1K | 0.03% | 240 |
|
|
2021
Q4 | $411K | Buy |
3,590
+817
| +29% | +$93.1K | 0.03% | 230 |
|
|
2021
Q3 | $303K | Hold |
2,773
| – | – | 0.03% | 249 |
|
|
2021
Q2 | $313K | Sell |
2,773
-125
| -4% | -$13.9K | 0.03% | 245 |
|
|
2021
Q1 | $315K | Sell |
2,898
-204
| -7% | -$21.4K | 0.03% | 237 |
|
|
2020
Q4 | $285K | Sell |
3,102
-25
| -0.8% | -$2.05K | 0.03% | 235 |
|
|
2020
Q3 | $220K | Buy |
3,127
+150
| +5% | +$10.8K | 0.02% | 251 |
|
|
2020
Q2 | $203K | Buy |
+2,977
| New | +$188K | 0.02% | 249 |
|
|
2020
Q1 | – | Sell |
-2,977
| Closed | -$250K | – | 269 |
|
|
2019
Q4 | $250K | Hold |
2,977
| – | – | 0.03% | 265 |
|
|
2019
Q3 | $232K | Sell |
2,977
-127
| -4% | -$9.84K | 0.03% | 259 |
|
|
2019
Q2 | $243K | Sell |
3,104
-106
| -3% | -$8.23K | 0.03% | 257 |
|
|
2019
Q1 | $248K | Hold |
3,210
| – | – | 0.03% | 240 |
|
|
2018
Q4 | $223K | Sell |
3,210
-897
| -22% | -$69.3K | 0.03% | 241 |
|
|
2018
Q3 | $358K | Hold |
4,107
| – | – | 0.05% | 209 |
|
|
2018
Q2 | $343K | Buy |
4,107
+976
| +31% | +$79.5K | 0.05% | 207 |
|
|
2018
Q1 | $241K | Hold |
3,131
| – | – | 0.04% | 236 |
|
|
2017
Q4 | $240K | Buy |
3,131
+11
| +0.4% | +$829 | 0.04% | 238 |
|
|
2017
Q3 | $232K | Sell |
3,120
-40
| -1% | -$2.8K | 0.04% | 221 |
|
|
2017
Q2 | $222K | Sell |
3,160
-90
| -3% | -$6.23K | 0.04% | 223 |
|
|
2017
Q1 | $225K | Buy |
+3,250
| New | +$224K | 0.04% | 215 |
|
Other funds holding IJR
