Corient Private Wealth’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 | $150M | Buy |
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|
2025
Q2 | $120M | Buy |
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|
2025
Q1 | $111M | Buy |
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|
2024
Q4 | $104M | Sell |
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|
2024
Q3 | $125M | Buy |
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|
2024
Q2 | $96.4M | Sell |
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|
2024
Q1 | $101M | Buy |
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|
2023
Q4 | $90.2M | Buy |
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|
2023
Q3 | $67.5M | Sell |
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|
2023
Q2 | $75.7M | Buy |
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|
2023
Q1 | $71.7M | Buy |
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|
2022
Q4 | $55.6M | Buy |
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