DT Investment 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
Q2 | – | Sell |
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|
2025
Q1 | $377K | Sell |
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|
2024
Q4 | $738K | Buy |
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|
2024
Q3 | $556K | Hold |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $539K | Sell |
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|
2023
Q2 | $678K | Buy |
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|
2023
Q1 | $580K | Sell |
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|
2022
Q4 | $600K | Hold |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $748K | Buy |
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|
2022
Q1 | $859K | Buy |
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|
2021
Q4 | $703K | Buy |
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|
2021
Q3 | $629K | Buy |
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|
2021
Q2 | $322K | Hold |
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|
2021
Q1 | $309K | Sell |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $464K | Buy |
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|
2020
Q2 | $400K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $581K | Sell |
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|
2018
Q4 | $1.36M | Sell |
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|
2018
Q3 | $29.4M | Sell |
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|
2018
Q2 | $30.5M | Sell |
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|
2018
Q1 | $28.7M | Sell |
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|
2017
Q4 | $29.6M | Buy |
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|
2017
Q3 | $28M | Buy |
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|
2017
Q2 | $25.5M | Buy |
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|
2017
Q1 | $24.6M | Buy |
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|
2016
Q4 | $24.2M | Buy |
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|
2016
Q3 | $17.8M | Buy |
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|
2016
Q2 | $16.5M | Buy |
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|
2016
Q1 | $15.4M | Buy |
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|
2015
Q4 | $14.4M | Sell |
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|
2015
Q3 | $14M | Buy |
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|
2015
Q2 | $15.4M | Buy |
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|
2015
Q1 | $14.7M | Sell |
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|
2014
Q4 | $18.3M | Buy |
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|
2014
Q3 | $16.7M | Buy |
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|
2014
Q2 | $17M | Buy |
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|
2014
Q1 | $15.4M | Sell |
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|
2013
Q4 | $16.1M | Sell |
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|
2013
Q3 | $15.4M | Buy |
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|
2013
Q2 | $12.2M | Buy |
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