Essex Savings Bank’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 | $1.23M | Sell |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $2.02M | Hold |
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.53M | Buy |
|
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $747K | Sell |
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|
2021
Q1 | $730K | Sell |
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|
2020
Q4 | $683K | Buy |
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|
2020
Q3 | $475K | Sell |
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|
2020
Q2 | $531K | Buy |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $471K | Buy |
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|
2019
Q3 | $437K | Sell |
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|
2019
Q2 | $509K | Buy |
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|
2019
Q1 | $164K | Hold |
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|
2018
Q4 | $147K | Buy |
|