Brown, Lisle/Cummings’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 | $841K | Buy |
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|
2025
Q2 | $767K | Buy |
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|
2025
Q1 | $673K | Hold |
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|
2024
Q4 | $742K | Buy |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $687K | Buy |
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|
2024
Q1 | $711K | Buy |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q3 | $597K | Hold |
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|
2023
Q2 | $631K | Buy |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $644K | Buy |
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|
2022
Q2 | $633K | Buy |
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|
2022
Q1 | $738K | Sell |
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|
2021
Q4 | $791K | Buy |
|