Barrett 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $742K | Buy |
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|
2021
Q4 | $769K | Sell |
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|
2021
Q3 | $747K | Buy |
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|
2021
Q2 | $322K | Hold |
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|
2021
Q1 | $309K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | $156K | Sell |
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|
2020
Q2 | $163K | Buy |
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|
2020
Q1 | $59K | Sell |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $216K | Hold |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | $188K | Sell |
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|
2018
Q3 | $250K | Buy |
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|
2018
Q2 | $192K | Hold |
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|
2018
Q1 | $177K | Buy |
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|
2017
Q4 | $124K | Hold |
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|
2017
Q3 | $120K | Buy |
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|
2017
Q2 | $110K | Hold |
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|
2017
Q1 | $109K | Buy |
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|
2016
Q4 | $103K | Hold |
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|
2016
Q3 | $93K | Hold |
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|
2016
Q2 | $87K | Hold |
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|
2016
Q1 | $84K | Buy |
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|
2015
Q4 | $78K | Hold |
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|
2015
Q3 | $75K | Hold |
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|
2015
Q2 | $83K | Hold |
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|
2015
Q1 | $84K | Buy |
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|
2014
Q4 | $75K | Hold |
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|
2014
Q3 | $69K | Buy |
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|
2014
Q2 | $71K | Buy |
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|
2014
Q1 | $61K | Hold |
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|
2013
Q4 | $60K | Hold |
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|
2013
Q3 | $55K | Hold |
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|
2013
Q2 | $50K | Buy |
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