Essex Financial Services’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 | $3.04M | Sell |
|
|||||
|
2025
Q1 | $3.2M | Sell |
|
|||||
|
2024
Q4 | $3.76M | Sell |
|
|||||
|
2024
Q3 | $3.82M | Sell |
|
|||||
|
2024
Q2 | $4.05M | Sell |
|
|||||
|
2024
Q1 | $4.13M | Buy |
|
|||||
|
2023
Q4 | $3.81M | Sell |
|
|||||
|
2023
Q3 | $3.35M | Buy |
|
|||||
|
2023
Q2 | $3.53M | Sell |
|
|||||
|
2023
Q1 | $3.6M | Sell |
|
|||||
|
2022
Q4 | $3.67M | Sell |
|
|||||
|
2022
Q3 | $3.54M | Buy |
|
|||||
|
2022
Q2 | $3.59M | Buy |
|
|||||
|
2022
Q1 | $3.94M | Buy |
|
|||||
|
2021
Q4 | $3.57M | Buy |
|
|||||
|
2021
Q3 | $3.25M | Buy |
|
|||||
|
2021
Q2 | $2.62M | Hold |
|
|||||
|
2021
Q1 | $2.62M | Buy |
|
|||||
|
2020
Q4 | $1.98M | Buy |
|
|||||
|
2020
Q3 | $1.11M | Buy |
|
|||||
|
2020
Q2 | $947K | Buy |
|
|||||
|
2020
Q1 | $710K | Buy |
|
|||||
|
2019
Q4 | $363K | Buy |
|
|||||
|
2019
Q3 | $271K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $516K | Sell |
|
|||||
|
2018
Q3 | $3.33M | Buy |
|
|||||
|
2018
Q2 | $2.49M | Buy |
|
|||||
|
2018
Q1 | $1.81M | Buy |
|
|||||
|
2017
Q4 | $333K | Buy |
|
|||||
|
2017
Q3 | $318K | Sell |
|
|||||
|
2017
Q2 | $1.57M | Buy |
|
|||||
|
2017
Q1 | $1.34M | Sell |
|
|||||
|
2016
Q4 | $1.38M | Sell |
|
|||||
|
2016
Q3 | $1.51M | Buy |
|
|||||
|
2016
Q2 | $1.01M | Buy |
|
|||||
|
2016
Q1 | $953K | Sell |
|
|||||
|
2015
Q4 | $933K | Buy |
|
|||||
|
2015
Q3 | $896K | Buy |
|
|||||
|
2015
Q2 | $929K | Buy |
|
|||||
|
2015
Q1 | $905K | Sell |
|
|||||
|
2014
Q4 | $906K | Hold |
|
|||||
|
2014
Q3 | $828K | Buy |
|
|||||
|
2014
Q2 | $856K | Hold |
|
|||||
|
2014
Q1 | $841K | Buy |
|
|||||
|
2013
Q4 | $810K | Buy |
|
|||||
|
2013
Q3 | $718 | Sell |
|
|||||
|
2013
Q2 | $660K | Buy |
|