Colony Family Offices’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 | $35.9M | Sell |
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|
2025
Q2 | $38M | Buy |
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|
2025
Q1 | $31.8M | Sell |
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|
2024
Q4 | $36.7M | Buy |
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|
2024
Q3 | $37M | Buy |
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|
2024
Q2 | $25.6M | Buy |
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|
2024
Q1 | $25.9M | Buy |
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|
2023
Q4 | $25.1M | Buy |
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|
2023
Q3 | $21.7M | Buy |
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|
2023
Q2 | $22.8M | Sell |
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|
2023
Q1 | $22.9M | Buy |
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|
2022
Q4 | $22.2M | Buy |
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|
2022
Q3 | $18.3M | Buy |
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|
2022
Q2 | $18M | Buy |
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|
2022
Q1 | $18.5M | Hold |
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|
2021
Q4 | $19.6M | Buy |
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|
2021
Q3 | $18M | Buy |
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|
2021
Q2 | $15.1M | Buy |
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|
2021
Q1 | $14.1M | Buy |
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|
2020
Q4 | $10.1M | Buy |
|