Bath Savings Trust’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 | $405K | Buy |
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|
2025
Q2 | $349K | Hold |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $213K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $267K | Hold |
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|
2020
Q4 | $226K | Buy |
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