Freestone Capital Holdings’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 | $217K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $575K | Sell |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $731K | Buy |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $697K | Buy |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $686K | Buy |
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|
2022
Q3 | $603K | Sell |
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|
2022
Q2 | $942K | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | $185K | Sell |
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|
2020
Q3 | $158K | Sell |
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|
2020
Q2 | $234 | Sell |
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|
2020
Q1 | $273 | Sell |
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|
2019
Q4 | $443 | Sell |
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|
2019
Q3 | $448 | Buy |
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|
2019
Q2 | $276 | Buy |
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|
2019
Q1 | $209K | Sell |
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|
2018
Q4 | $248K | Buy |
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|
2018
Q3 | $217K | Buy |
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