Charter Oak Capital Management’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 | $531K | Buy |
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|
2025
Q2 | $466K | Sell |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $538K | Sell |
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|
2024
Q3 | $618K | Sell |
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|
2024
Q2 | $570K | Sell |
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|
2024
Q1 | $745K | Sell |
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|
2023
Q4 | $832K | Sell |
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|
2023
Q3 | $756K | Buy |
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|
2023
Q2 | $727K | Buy |
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|
2023
Q1 | $644K | Sell |
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|
2022
Q4 | $684K | Sell |
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|
2022
Q3 | $636K | Sell |
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|
2022
Q2 | $832K | Buy |
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|
2022
Q1 | $879K | Sell |
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|
2021
Q4 | $952K | Sell |
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|
2021
Q3 | $943K | Sell |
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|
2021
Q2 | $991K | Sell |
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|
2021
Q1 | $986K | Sell |
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|
2020
Q4 | $995K | Buy |
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