D.B. Root & Company’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 | $376K | Buy |
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|
2025
Q2 | $250K | Sell |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $297K | Sell |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $377K | Sell |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $433K | Sell |
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|
2022
Q3 | $451K | Sell |
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|
2022
Q2 | $542K | Sell |
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|
2022
Q1 | $701K | Buy |
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|
2021
Q4 | $706K | Buy |
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|
2021
Q3 | $612K | Sell |
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|
2021
Q2 | $636K | Sell |
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|
2021
Q1 | $616K | Hold |
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|
2020
Q4 | $522K | Sell |
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|
2020
Q3 | $491K | Sell |
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|
2020
Q2 | $502K | Sell |
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|
2020
Q1 | $424K | Sell |
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|
2019
Q4 | $668K | Sell |
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|
2019
Q3 | $630K | Sell |
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|
2019
Q2 | $931K | Sell |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $1.52M | Buy |
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|
2018
Q3 | $1.84M | Buy |
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|
2018
Q2 | $1.76M | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.58M | Buy |
|