Donor Advised Charitable Giving’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
Q2 | $1.02M | Buy |
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|
2025
Q1 | $880K | Buy |
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|
2024
Q4 | $797K | Buy |
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|
2024
Q3 | $636K | Sell |
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|
2024
Q2 | $596K | Buy |
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|
2024
Q1 | $583K | Sell |
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|
2023
Q4 | $583K | Buy |
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|
2023
Q3 | $481K | Sell |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $445K | Buy |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $671K | Sell |
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|
2021
Q4 | $804K | Buy |
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|
2021
Q3 | $571K | Sell |
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|
2021
Q2 | $749K | Sell |
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|
2021
Q1 | $762K | Sell |
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|
2020
Q4 | $865K | Buy |
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|
2020
Q3 | $569K | Buy |
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|
2020
Q2 | $317K | Sell |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $462K | Sell |
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|
2019
Q3 | $456K | Sell |
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|
2019
Q2 | $734K | Sell |
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|
2019
Q1 | $749K | Buy |
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|
2018
Q4 | $519K | Buy |
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|
2018
Q3 | $581K | Buy |
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|
2018
Q2 | $522K | Sell |
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|
2018
Q1 | $533K | Buy |
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|
2017
Q4 | $427K | Buy |
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