City State Bank’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
$235K Hold
2025
Q2
$216K Sell
2025
Q1
$245K Hold
2024
Q4
$270K Buy
2024
Q3
$273K Sell
2024
Q2
$252K Hold
2024
Q1
$261K Hold
2023
Q4
$255K Hold
2023
Q3
$222K Sell
2023
Q2
$237K Sell
2023
Q1
$302K Hold
2022
Q4
$295K Sell
2022
Q3
$273K Hold
2022
Q2
$290K Hold
2022
Q1
$338K Buy
2021
Q4
$346K Buy