First American Trust’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
2026
Q1
$232K Buy
2024
Q2
Sell
2024
Q1
$328K Sell
2023
Q4
$371K Buy
2023
Q2
Sell
2023
Q1
$280K Buy
2022
Q4
$273K Buy
2014
Q1
Sell
2013
Q4
$264K Hold
2013
Q3
$241K Sell
2013
Q2
$262K Buy