Charles Schwab 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 | $3.19M | Sell |
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|
2025
Q2 | $2.97M | Buy |
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|
2025
Q1 | $2.85M | Sell |
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|
2024
Q4 | $3.16M | Sell |
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|
2024
Q3 | $3.28M | Sell |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $2.51M | Sell |
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|
2022
Q2 | $2.75M | Sell |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $3.8M | Buy |
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|
2021
Q3 | $640K | Buy |
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|
2021
Q2 | $644K | Sell |
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|
2021
Q1 | $641K | Hold |
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|
2020
Q4 | $535K | Sell |
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|
2020
Q3 | $442K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $292K | Buy |
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