Choate Investment Advisors’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
Q2 | $6.74M | Sell |
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|
2025
Q1 | $47.5M | Buy |
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|
2024
Q4 | $50.8M | Buy |
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|
2024
Q3 | $51.2M | Buy |
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|
2024
Q2 | $44.5M | Buy |
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|
2024
Q1 | $37.9M | Buy |
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|
2023
Q4 | $8.73M | Sell |
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|
2023
Q3 | $9M | Sell |
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|
2023
Q2 | $11.1M | Sell |
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|
2023
Q1 | $134M | Buy |
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|
2022
Q4 | $93.4M | Buy |
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|
2022
Q3 | $57.2M | Buy |
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|
2022
Q2 | $39.9M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $904K | Sell |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $2.5M | Sell |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $1.84M | Sell |
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|
2020
Q2 | $2.37M | Sell |
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|
2020
Q1 | $3.17M | Sell |
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|
2019
Q4 | $39.4M | Buy |
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|
2019
Q3 | $35.9M | Sell |
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|
2019
Q2 | $36.3M | Sell |
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|
2019
Q1 | $40.8M | Sell |
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|
2018
Q4 | $46.8M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $93.7M | Sell |
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|
2018
Q1 | $86.5M | Buy |
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|
2017
Q4 | $77.1M | Buy |
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|
2017
Q3 | $46.4M | Buy |
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|
2017
Q2 | $29.9M | Buy |
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|
2017
Q1 | $29.4M | Sell |
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|
2016
Q4 | $30M | Buy |
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|
2016
Q3 | $24.4M | Buy |
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|
2016
Q2 | $22.8M | Buy |
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|
2016
Q1 | $20.8M | Buy |
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|
2015
Q4 | $8.42M | Sell |
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|
2015
Q3 | $17.4M | Buy |
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|
2015
Q2 | $18.9M | Buy |
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|
2015
Q1 | $16M | Buy |
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|
2014
Q4 | $8.44M | Buy |
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|
2014
Q3 | $6.1M | Sell |
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|
2014
Q2 | $10.2M | Sell |
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|
2014
Q1 | $16.5M | Sell |
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|
2013
Q4 | $19.2M | Sell |
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|
2013
Q3 | $19.2M | Buy |
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|
2013
Q2 | $13.5M | Buy |
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