Gallagher Fiduciary Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
2,082
-25
| -1% | -$2.73K | 0.01% | 287 |
|
|
2025
Q1 | $220K | Sell |
2,107
-299
| -12% | -$31.3K | 0.01% | 274 |
|
|
2024
Q4 | $277K | Buy |
2,406
+132
| +6% | +$15.2K | 0.05% | 227 |
|
|
2024
Q3 | $266K | Sell |
2,274
-54
| -2% | -$6.32K | 0.05% | 216 |
|
|
2024
Q2 | $248K | Sell |
2,328
-359
| -13% | -$38.3K | 0.06% | 195 |
|
|
2024
Q1 | $297K | Sell |
2,687
-234
| -8% | -$25.9K | 0.01% | 151 |
|
|
2023
Q4 | $316K | Sell |
2,921
-535
| -15% | -$57.9K | 0.01% | 137 |
|
|
2023
Q3 | $326K | Sell |
3,456
-857
| -20% | -$80.8K | 0.03% | 117 |
|
|
2023
Q2 | $430K | Sell |
4,313
-6,459
| -60% | -$644K | 0.03% | 134 |
|
|
2023
Q1 | $1.04M | Buy |
+10,772
| New | +$1.04M | 0.09% | 59 |
|