Fulton Breakefield Broenniman’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 | $39.9M | Buy |
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|
2025
Q2 | $36.5M | Sell |
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|
2025
Q1 | $35.9M | Buy |
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|
2024
Q4 | $38.9M | Buy |
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|
2024
Q3 | $39.2M | Buy |
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|
2024
Q2 | $35.5M | Buy |
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|
2024
Q1 | $36.1M | Buy |
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|
2023
Q4 | $16M | Buy |
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|
2023
Q3 | $13M | Buy |
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|
2023
Q2 | $13.2M | Buy |
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|
2023
Q1 | $10.7M | Buy |
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|
2022
Q4 | $359K | Sell |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $631K | Buy |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $598K | Buy |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $268K | Hold |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $328K | Buy |
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|
2019
Q3 | $299K | Buy |
|