Cutler Investment Counsel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
175,650
+18,392
| +12% | +$2.01M | 2.14% | 15 |
|
|
2025
Q1 | $16.4M | Buy |
157,258
+34,813
| +28% | +$3.64M | 1.98% | 17 |
|
|
2024
Q4 | $14.1M | Buy |
122,445
+31,793
| +35% | +$3.66M | 1.76% | 20 |
|
|
2024
Q3 | $10.6M | Buy |
90,652
+36,728
| +68% | +$4.3M | 1.34% | 31 |
|
|
2024
Q2 | $5.75M | Buy |
53,924
+2,170
| +4% | +$231K | 0.78% | 46 |
|
|
2024
Q1 | $5.72M | Buy |
51,754
+1,764
| +4% | +$195K | 0.77% | 46 |
|
|
2023
Q4 | $5.41M | Buy |
49,990
+3,310
| +7% | +$358K | 0.77% | 46 |
|
|
2023
Q3 | $4.42M | Sell |
46,680
-1,857
| -4% | -$176K | 0.7% | 47 |
|
|
2023
Q2 | $4.84M | Buy |
48,537
+1,939
| +4% | +$193K | 0.73% | 49 |
|
|
2023
Q1 | $4.51M | Sell |
46,598
-5,251
| -10% | -$508K | 0.7% | 47 |
|
|
2022
Q4 | $4.91M | Buy |
51,849
+766
| +1% | +$72.5K | 0.75% | 45 |
|
|
2022
Q3 | $4.45M | Buy |
51,083
+1,370
| +3% | +$119K | 0.74% | 45 |
|
|
2022
Q2 | $4.59M | Sell |
49,713
-914
| -2% | -$84.5K | 0.72% | 48 |
|
|
2022
Q1 | $5.46M | Buy |
50,627
+9,253
| +22% | +$998K | 0.76% | 47 |
|
|
2021
Q4 | $4.74M | Buy |
41,374
+1,244
| +3% | +$142K | 0.71% | 46 |
|
|
2021
Q3 | $4.38M | Buy |
40,130
+262
| +0.7% | +$28.6K | 0.69% | 48 |
|
|
2021
Q2 | $4.5M | Sell |
39,868
-731
| -2% | -$82.6K | 0.7% | 47 |
|
|
2021
Q1 | $4.41M | Buy |
40,599
+193
| +0.5% | +$20.9K | 0.77% | 45 |
|
|
2020
Q4 | $3.71M | Buy |
40,406
+2,493
| +7% | +$229K | 0.68% | 45 |
|
|
2020
Q3 | $2.66M | Buy |
37,913
+1,160
| +3% | +$81.5K | 0.52% | 47 |
|
|
2020
Q2 | $2.51M | Buy |
+36,753
| New | +$2.51M | 0.53% | 45 |
|