Connecticut Wealth Management’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 | $89.1M | Sell |
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|
2025
Q1 | $104M | Sell |
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|
2024
Q4 | $116M | Buy |
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|
2024
Q3 | $112M | Buy |
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|
2024
Q2 | $97.6M | Buy |
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|
2024
Q1 | $97.9M | Buy |
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|
2023
Q4 | $90.3M | Buy |
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|
2023
Q3 | $70.4M | Sell |
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|
2023
Q2 | $75.3M | Sell |
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|
2023
Q1 | $73.7M | Buy |
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|
2022
Q4 | $66.6M | Buy |
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|
2022
Q3 | $59.8M | Sell |
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|
2022
Q2 | $64.3M | Buy |
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|
2022
Q1 | $69.4M | Buy |
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|
2021
Q4 | $67.9M | Buy |
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|
2021
Q3 | $61.5M | Buy |
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|
2021
Q2 | $61.5M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $49.6M | Buy |
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|
2020
Q3 | $36.8M | Buy |
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|
2020
Q2 | $32.8M | Buy |
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|
2020
Q1 | $22.9M | Buy |
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|
2019
Q4 | $30.9M | Buy |
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|
2019
Q3 | $28.1M | Buy |
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|
2019
Q2 | $26.1M | Sell |
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|
2019
Q1 | $28.7M | Buy |
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|
2018
Q4 | $21.7M | Buy |
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|
2018
Q3 | $25.8M | Buy |
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|
2018
Q2 | $23.6M | Buy |
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|
2018
Q1 | $842K | Sell |
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|
2017
Q4 | $880K | Sell |
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|
2017
Q3 | $866K | Sell |
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|
2017
Q2 | $817K | Sell |
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|
2017
Q1 | $957K | Sell |
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|
2016
Q4 | $1.01M | Sell |
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|
2016
Q3 | $902K | Buy |
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