Baker Ellis Asset 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 | $1.14M | Hold |
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|
2025
Q2 | $1.04M | Hold |
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|
2025
Q1 | $1,000K | Buy |
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|
2024
Q4 | $922K | Hold |
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|
2024
Q3 | $936K | Buy |
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|
2024
Q2 | $546K | Hold |
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|
2024
Q1 | $565K | Buy |
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|
2023
Q4 | $469K | Hold |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $428K | Hold |
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|
2022
Q4 | $419K | Buy |
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