Barrett & Company’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 | $834K | Buy |
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|
2025
Q2 | $767K | Sell |
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|
2025
Q1 | $739K | Sell |
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|
2024
Q4 | $817K | Buy |
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|
2024
Q3 | $829K | Buy |
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|
2024
Q2 | $756K | Buy |
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|
2024
Q1 | $783K | Buy |
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|
2023
Q4 | $767K | Buy |
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|
2023
Q3 | $663K | Buy |
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|
2023
Q2 | $690K | Buy |
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|
2023
Q1 | $661K | Hold |
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|
2022
Q4 | $647K | Hold |
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|
2022
Q3 | $647K | Buy |
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