Commonwealth Financial Services’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
$786K Sell
2025
Q2
$753K Sell
2025
Q1
$796K Buy
2024
Q4
$737K Buy
2024
Q3
$728K Buy
2024
Q2
$665K Sell
2024
Q1
$682K Hold
2023
Q4
$682K Sell
2023
Q3
$595K Buy
2017
Q1
$137K Sell
2016
Q4
$168K Buy
2016
Q3
$277K Hold
2016
Q2
$259K Hold
2016
Q1
$251K Sell
2015
Q4
$304K Sell
2015
Q3
$36.5M Buy
2015
Q2
$33.7M Sell
2015
Q1
$35.1M Buy
2014
Q4
$209K Buy