Great Diamond Partners’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 | $2.09M | Buy |
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|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $573K | Sell |
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|
2024
Q4 | $712K | Sell |
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|
2024
Q3 | $762K | Sell |
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|
2024
Q2 | $744K | Sell |
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|
2024
Q1 | $835K | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $2.98M | Sell |
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|
2022
Q3 | $4.19M | Sell |
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|
2022
Q2 | $4.51M | Sell |
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|
2022
Q1 | $5.4M | Sell |
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|
2021
Q4 | $14.4M | Sell |
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|
2021
Q3 | $13.8M | Buy |
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|
2021
Q2 | $14M | Buy |
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|
2021
Q1 | $5.42M | Sell |
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|
2020
Q4 | $5.62M | Sell |
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|
2020
Q3 | $4.3M | Buy |
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|
2020
Q2 | $2.85M | Buy |
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|
2020
Q1 | $2.31M | Sell |
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|
2019
Q4 | $5.27M | Buy |
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