Clifford Swan Investment Counsel’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 | $9.2M | Sell |
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|
2025
Q1 | $8.98M | Buy |
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|
2024
Q4 | $9.59M | Buy |
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|
2024
Q3 | $9.47M | Buy |
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|
2024
Q2 | $8.24M | Buy |
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|
2024
Q1 | $8.03M | Buy |
|
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|
2023
Q4 | $7.54M | Buy |
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|
2023
Q3 | $6.12M | Buy |
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|
2023
Q2 | $6.46M | Buy |
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|
2023
Q1 | $6.15M | Sell |
|
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|
2022
Q4 | $6.07M | Buy |
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|
2022
Q3 | $5.55M | Buy |
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|
2022
Q2 | $5.88M | Buy |
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|
2022
Q1 | $6.76M | Sell |
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|
2021
Q4 | $7.36M | Buy |
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|
2021
Q3 | $7.41M | Buy |
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|
2021
Q2 | $6.91M | Sell |
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|
2021
Q1 | $7.18M | Buy |
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|
2020
Q4 | $6.04M | Sell |
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|
2020
Q3 | $4.65M | Buy |
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|
2020
Q2 | $4.5M | Buy |
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|
2020
Q1 | $1.84M | Buy |
|
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|
2019
Q4 | $2.34M | Buy |
|
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|
2019
Q3 | $2.15M | Sell |
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|
2019
Q2 | $2.2M | Buy |
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|
2019
Q1 | $1.83M | Buy |
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|
2018
Q4 | $1.53M | Buy |
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|
2018
Q3 | $509K | Hold |
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|
2018
Q2 | $487K | Hold |
|
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|
2018
Q1 | $449K | Hold |
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|
2017
Q4 | $448K | Hold |
|
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|
2017
Q3 | $433K | Sell |
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|
2017
Q2 | $991K | Buy |
|
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|
2017
Q1 | $403K | Hold |
|
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|
2016
Q4 | $401K | Hold |
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|
2016
Q3 | $362K | Sell |
|
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|
2016
Q2 | $384K | Sell |
|
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|
2016
Q1 | $432K | Hold |
|
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|
2015
Q4 | $423K | Hold |
|
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|
2015
Q3 | $409K | Buy |
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|
2015
Q2 | $402K | Buy |
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|
2015
Q1 | $344K | Hold |
|
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|
2014
Q4 | $332K | Hold |
|
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|
2014
Q3 | $304K | Hold |
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|
2014
Q2 | $327K | Hold |
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|
2014
Q1 | $321K | Hold |
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|
2013
Q4 | $318K | Buy |
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|
2013
Q3 | $266K | Hold |
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|
2013
Q2 | $241K | Buy |
|