Capital Bank & 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
2021
Q3
Sell
2021
Q2
$252K Sell
2021
Q1
$533K Buy
2020
Q4
$315K Buy
2020
Q2
Sell
2020
Q1
$129K Sell
2019
Q4
$230K Sell
2019
Q3
$273K Buy
2019
Q2
$180K Hold
2019
Q1
$178K Buy
2018
Q4
$153K Buy
2018
Q3
$143K Buy
2018
Q2
$120K Hold
2018
Q1
$111K Sell
2017
Q4
$746K Buy
2017
Q3
$379K Buy
2017
Q2
$77K Buy