Berkshire 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
Q2 | $947K | Sell |
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|
2025
Q1 | $919K | Buy |
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|
2024
Q4 | $999K | Hold |
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|
2024
Q3 | $895K | Hold |
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|
2024
Q2 | $895K | Sell |
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|
2024
Q1 | $933K | Buy |
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|
2023
Q4 | $809K | Hold |
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|
2023
Q3 | $705K | Hold |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $759K | Buy |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $452K | Hold |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $515K | Sell |
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|
2021
Q3 | $521K | Buy |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $461K | Hold |
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|
2020
Q4 | $391K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $3.59M | Buy |
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|
2019
Q3 | $1.81M | Buy |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $786K | Buy |
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|
2018
Q4 | $555K | Buy |
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|
2018
Q3 | $524K | Buy |
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