Heritage 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
Q3 | $249K | Sell |
|
|||||
|
2025
Q2 | $230K | Buy |
|
|||||
|
2025
Q1 | $219K | Sell |
|
|||||
|
2024
Q4 | $298K | Buy |
|
|||||
|
2024
Q3 | $277K | Buy |
|
|||||
|
2024
Q2 | $248K | Sell |
|
|||||
|
2024
Q1 | $264K | Sell |
|
|||||
|
2023
Q4 | $382K | Buy |
|
|||||
|
2023
Q3 | $216K | Buy |
|
|||||
|
2023
Q2 | $211K | Sell |
|
|||||
|
2023
Q1 | $215K | Buy |
|
|||||
|
2022
Q4 | $210K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $192K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $224K | Buy |
|