Cohen Klingenstein’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 | $285K | Hold |
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|
2025
Q2 | $262K | Hold |
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|
2025
Q1 | $251K | Hold |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $227K | Hold |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $209K | Hold |
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|
2018
Q2 | $200K | Buy |
|