First National Bank & Trust Co of Newtown’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 | $995K | Buy |
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|
2025
Q2 | $852K | Buy |
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|
2025
Q1 | $615K | Buy |
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|
2024
Q4 | $676K | Sell |
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|
2024
Q3 | $689K | Hold |
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|
2024
Q2 | $629K | Buy |
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|
2024
Q1 | $632K | Sell |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $553K | Hold |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $271K | Hold |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $207K | Sell |
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|
2018
Q2 | $222K | Hold |
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|
2018
Q1 | $205K | Hold |
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|
2017
Q4 | $204K | Buy |
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