Boston Trust Walden’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Sell |
6,253
-1,520
| -20% | -$166K | ﹤0.01% | 303 |
|
|
2025
Q1 | $813K | Sell |
7,773
-854
| -10% | -$89.3K | 0.01% | 291 |
|
|
2024
Q4 | $994K | Buy |
8,627
+5,520
| +178% | +$636K | 0.01% | 282 |
|
|
2024
Q3 | $363K | Buy |
3,107
+74
| +2% | +$8.66K | ﹤0.01% | 334 |
|
|
2024
Q2 | $324K | Hold |
3,033
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $335K | Hold |
3,033
| – | – | ﹤0.01% | 339 |
|
|
2023
Q4 | $328K | Hold |
3,033
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $286K | Hold |
3,033
| – | – | ﹤0.01% | 338 |
|
|
2023
Q2 | $302K | Hold |
3,033
| – | – | ﹤0.01% | 338 |
|
|
2023
Q1 | $293K | Hold |
3,033
| – | – | ﹤0.01% | 336 |
|
|
2022
Q4 | $287K | Hold |
3,033
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $264K | Hold |
3,033
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $280K | Hold |
3,033
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $327K | Hold |
3,033
| – | – | ﹤0.01% | 340 |
|
|
2021
Q4 | $347K | Buy |
+3,033
| New | +$347K | ﹤0.01% | 352 |
|
|
2020
Q1 | – | Sell |
-2,776
| Closed | -$233K | – | 364 |
|
|
2019
Q4 | $233K | Hold |
2,776
| – | – | ﹤0.01% | 369 |
|
|
2019
Q3 | $216K | Buy |
2,776
+186
| +7% | +$14.5K | ﹤0.01% | 370 |
|
|
2019
Q2 | $203K | Buy |
+2,590
| New | +$203K | ﹤0.01% | 376 |
|
|
2018
Q4 | – | Sell |
-2,590
| Closed | -$226K | – | 380 |
|
|
2018
Q3 | $226K | Hold |
2,590
| – | – | ﹤0.01% | 369 |
|
|
2018
Q2 | $216K | Sell |
2,590
-30
| -1% | -$2.5K | ﹤0.01% | 369 |
|
|
2018
Q1 | $202K | Hold |
2,620
| – | – | ﹤0.01% | 379 |
|
|
2017
Q4 | $201K | Buy |
+2,620
| New | +$201K | ﹤0.01% | 383 |
|