Caldwell 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 | $10.6M | Sell |
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|
2025
Q2 | $9.82M | Sell |
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|
2025
Q1 | $9.49M | Buy |
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|
2024
Q4 | $9.89M | Buy |
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|
2024
Q3 | $9.47M | Buy |
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|
2024
Q2 | $8.53M | Sell |
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|
2024
Q1 | $9.05M | Buy |
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|
2023
Q4 | $8.81M | Buy |
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|
2023
Q3 | $7.58M | Buy |
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|
2023
Q2 | $7.71M | Buy |
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|
2023
Q1 | $7.37M | Sell |
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|
2022
Q4 | $7.28M | Sell |
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|
2022
Q3 | $6.92M | Sell |
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|
2022
Q2 | $7.56M | Sell |
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|
2022
Q1 | $9.24M | Sell |
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|
2021
Q4 | $9.82M | Buy |
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|
2021
Q3 | $9.13M | Buy |
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|
2021
Q2 | $8.83M | Sell |
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|
2021
Q1 | $8.78M | Buy |
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|
2020
Q4 | $6.82M | Sell |
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|
2020
Q3 | $5.24M | Sell |
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|
2020
Q2 | $5.79M | Sell |
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|
2020
Q1 | $5.14M | Sell |
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|
2019
Q4 | $7.9M | Buy |
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