Exchange 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
Q3
$657K Sell
2025
Q2
$607K Sell
2025
Q1
$585K Buy
2024
Q4
$620K Buy
2024
Q3
$608K Hold
2024
Q2
$554K Sell
2024
Q1
$596K Sell
2023
Q4
$585K Hold
2023
Q3
$510K Sell
2023
Q2
$596K Buy