D.J. St. Germain’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
$4.12M Buy
2025
Q2
$3.58M Sell
2025
Q1
$12.9M Sell
2024
Q4
$14.5M Buy
2024
Q3
$14.4M Buy
2024
Q2
$213K Buy
2024
Q1
$214K Sell
2023
Q4
$231K Buy
2023
Q3
$194K Buy
2023
Q2
$196K Buy
2022
Q4
$91.3K Buy
2022
Q2
Sell
2022
Q1
$241K Sell
2021
Q4
$11.6M Buy
2021
Q3
$10.6M Sell
2021
Q2
$12M Sell
2021
Q1
$11.6M Sell
2020
Q4
$9.84M Buy