Heritage Investment Group’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 | $14.8M | Buy |
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|
2025
Q2 | $12.7M | Sell |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $15.1M | Buy |
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|
2024
Q3 | $14.8M | Buy |
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|
2024
Q2 | $13.1M | Buy |
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|
2024
Q1 | $12.7M | Buy |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $8.73M | Sell |
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|
2023
Q2 | $9.7M | Buy |
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|
2023
Q1 | $8.26M | Buy |
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|
2022
Q4 | $7.68M | Buy |
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|
2022
Q3 | $5.77M | Buy |
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|
2022
Q2 | $5.51M | Buy |
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|
2022
Q1 | $6.39M | Buy |
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|
2021
Q4 | $3.35M | Buy |
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