Colonial Trust 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 | $3.96M | Sell |
|
|||||
|
2025
Q1 | $4.44M | Buy |
|
|||||
|
2024
Q4 | $4.79M | Buy |
|
|||||
|
2024
Q3 | $4.19M | Buy |
|
|||||
|
2024
Q2 | $3.18M | Buy |
|
|||||
|
2024
Q1 | $3.25M | Sell |
|
|||||
|
2023
Q4 | $3.21M | Buy |
|
|||||
|
2023
Q3 | $2.59M | Buy |
|
|||||
|
2023
Q2 | $2.58M | Buy |
|
|||||
|
2023
Q1 | $2.36M | Buy |
|
|||||
|
2022
Q4 | $581K | Buy |
|
|||||
|
2022
Q3 | $311K | Buy |
|
|||||
|
2022
Q2 | $251K | Buy |
|
|||||
|
2022
Q1 | $271K | Buy |
|
|||||
|
2021
Q4 | $250K | Buy |
|
|||||
|
2021
Q3 | $237K | Sell |
|
|||||
|
2021
Q2 | $301K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $9.38M | Sell |
|
|||||
|
2019
Q3 | $8.85M | Sell |
|
|||||
|
2019
Q2 | $9.3M | Sell |
|
|||||
|
2019
Q1 | $9.23M | Buy |
|
|||||
|
2018
Q4 | $6.52M | Sell |
|
|||||
|
2018
Q3 | $10.3M | Buy |
|
|||||
|
2018
Q2 | $9.82M | Buy |
|
|||||
|
2018
Q1 | $8.86M | Sell |
|
|||||
|
2017
Q4 | $11.8M | Buy |
|
|||||
|
2017
Q3 | $7.74M | Buy |
|
|||||
|
2017
Q2 | $6.54M | Buy |
|
|||||
|
2017
Q1 | $3.47M | Buy |
|
|||||
|
2016
Q4 | $3.25M | Buy |
|
|||||
|
2016
Q3 | $2.88M | Buy |
|
|||||
|
2016
Q2 | $2.67M | Sell |
|
|||||
|
2016
Q1 | $2.67M | Buy |
|
|||||
|
2015
Q4 | $2.61M | Sell |
|
|||||
|
2015
Q3 | $2.62M | Buy |
|
|||||
|
2015
Q2 | $2.86M | Buy |
|
|||||
|
2015
Q1 | $2.75M | Buy |
|
|||||
|
2014
Q4 | $2.15M | Sell |
|
|||||
|
2014
Q3 | $2.29M | Sell |
|
|||||
|
2014
Q2 | $2.5M | Buy |
|
|||||
|
2014
Q1 | $2.46M | Buy |
|
|||||
|
2013
Q4 | $2.38M | Buy |
|
|||||
|
2013
Q3 | $1.74M | Buy |
|
|||||
|
2013
Q2 | $1.55M | Buy |
|