Evercore 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 | $4M | Sell |
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|
2025
Q1 | $3.83M | Sell |
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|
2024
Q4 | $4.36M | Buy |
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|
2024
Q3 | $4.42M | Sell |
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|
2024
Q2 | $4.65M | Buy |
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|
2024
Q1 | $4.44M | Sell |
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|
2023
Q4 | $4.43M | Buy |
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|
2023
Q3 | $3.79M | Buy |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.64M | Buy |
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|
2022
Q3 | $2.34M | Sell |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $3.45M | Buy |
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|
2021
Q3 | $3.16M | Buy |
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|
2021
Q2 | $3.18M | Buy |
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|
2021
Q1 | $2.72M | Buy |
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|
2020
Q4 | $1.94M | Buy |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $1.34M | Sell |
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|
2020
Q1 | $2.27M | Sell |
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|
2019
Q4 | $4.39M | Buy |
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|
2019
Q3 | $2.71M | Buy |
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|
2019
Q2 | $2.17M | Buy |
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|
2019
Q1 | $998K | Buy |
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|
2018
Q4 | $892K | Buy |
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|
2018
Q3 | $568K | Buy |
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|
2018
Q2 | $285K | Sell |
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|
2018
Q1 | $345K | Hold |
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|
2017
Q4 | $345K | Hold |
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|
2017
Q3 | $333K | Hold |
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|
2017
Q2 | $315K | Hold |
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|
2017
Q1 | $311K | Buy |
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|
2016
Q4 | $294K | Sell |
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|
2016
Q3 | $334K | Buy |
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|
2016
Q2 | $248K | Sell |
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|
2016
Q1 | $243K | Buy |
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|
2015
Q4 | $176K | Hold |
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|
2015
Q3 | $170K | Hold |
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|
2015
Q2 | $188K | Hold |
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|
2015
Q1 | $188K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $208K | Hold |
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|
2014
Q2 | $224K | Hold |
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|
2014
Q1 | $220K | Hold |
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|
2013
Q4 | $218K | Hold |
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|
2013
Q3 | $200K | Sell |
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|
2013
Q2 | $216K | Buy |
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