Empirical Wealth Management’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 | $11.1M | Buy |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $7.84M | Buy |
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|
2024
Q1 | $7.22M | Buy |
|
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|
2023
Q4 | $6.54M | Buy |
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|
2023
Q3 | $4.81M | Buy |
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|
2023
Q2 | $3.86M | Buy |
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|
2023
Q1 | $1.1M | Buy |
|
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|
2022
Q4 | $956K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $991K | Buy |
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|
2021
Q1 | $609K | Sell |
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|
2020
Q4 | $595K | Buy |
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|
2020
Q3 | $377K | Buy |
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|
2020
Q2 | $357K | Sell |
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|
2020
Q1 | $615K | Sell |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $813K | Buy |
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|
2019
Q2 | $683K | Buy |
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|
2019
Q1 | $410K | Sell |
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|
2018
Q4 | $376K | Sell |
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|
2018
Q3 | $548K | Buy |
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|
2018
Q2 | $436K | Buy |
|
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|
2018
Q1 | $398K | Sell |
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|
2017
Q4 | $401K | Buy |
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|
2017
Q3 | $307K | Hold |
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|
2017
Q2 | $290K | Hold |
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|
2017
Q1 | $287K | Sell |
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|
2016
Q4 | $444K | Buy |
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|
2016
Q3 | $346K | Buy |
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|
2016
Q2 | $312K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $282K | Sell |
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|
2015
Q3 | $274K | Buy |
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|
2015
Q2 | $301K | Hold |
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|
2015
Q1 | $302K | Hold |
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|
2014
Q4 | $292K | Hold |
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|
2014
Q3 | $267K | Buy |
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|
2014
Q2 | $283K | Sell |
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|
2014
Q1 | $290K | Buy |
|