Haverford Financial Services’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
Q2 | $569K | Hold |
|
|||||
|
2025
Q1 | $545K | Hold |
|
|||||
|
2024
Q4 | $600K | Hold |
|
|||||
|
2024
Q3 | $609K | Hold |
|
|||||
|
2024
Q2 | $556K | Sell |
|
|||||
|
2024
Q1 | $829K | Hold |
|
|||||
|
2023
Q4 | $812K | Hold |
|
|||||
|
2023
Q3 | $708K | Hold |
|
|||||
|
2023
Q2 | $748K | Hold |
|
|||||
|
2023
Q1 | $726K | Hold |
|
|||||
|
2022
Q4 | $710K | Buy |
|
|||||
|
2022
Q3 | $627K | Hold |
|
|||||
|
2022
Q2 | $665K | Hold |
|
|||||
|
2022
Q1 | $776K | Hold |
|
|||||
|
2021
Q4 | $824K | Hold |
|
|||||
|
2021
Q3 | $786K | Hold |
|
|||||
|
2021
Q2 | $813K | Hold |
|
|||||
|
2021
Q1 | $781K | Hold |
|
|||||
|
2020
Q4 | $661K | Sell |
|
|||||
|
2020
Q3 | $611K | Buy |
|
|||||
|
2020
Q2 | $591K | Hold |
|
|||||
|
2020
Q1 | $486K | Hold |
|
|||||
|
2019
Q4 | $726K | Hold |
|
|||||
|
2019
Q3 | $674K | Hold |
|
|||||
|
2019
Q2 | $678K | Hold |
|
|||||
|
2019
Q1 | $668K | Hold |
|
|||||
|
2018
Q4 | $600K | Buy |
|
|||||
|
2018
Q3 | $592K | Hold |
|
|||||
|
2018
Q2 | $566K | Buy |
|
|||||
|
2018
Q1 | $454K | Hold |
|
|||||
|
2017
Q4 | $453K | Hold |
|
|||||
|
2017
Q3 | $438K | Hold |
|
|||||
|
2017
Q2 | $414K | Hold |
|
|||||
|
2017
Q1 | $408K | Hold |
|
|||||
|
2016
Q4 | $406K | Hold |
|
|||||
|
2016
Q3 | $366K | Hold |
|
|||||
|
2016
Q2 | $343K | Hold |
|
|||||
|
2016
Q1 | $332K | Hold |
|
|||||
|
2015
Q4 | $325K | Buy |
|