Chapin Davis’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
$2.42M Buy
2025
Q2
$2.22M Buy
2025
Q1
$2.11M Sell
2024
Q4
$2.41M Hold
2024
Q3
$2.41M Sell
2024
Q2
$2.24M Buy
2024
Q1
$2.32M Buy
2023
Q4
$2.24M Buy
2023
Q3
$1.93M Sell
2023
Q2
$2.07M Sell
2023
Q1
$2.02M Sell
2022
Q4
$2.08M Buy