DDD Partners’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 | $536K | Buy |
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|
2025
Q2 | $323K | Hold |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $346K | Hold |
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|
2024
Q2 | $316K | Sell |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $372K | Buy |
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