HM Payson & Co’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 | $4.13M | Buy |
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|
2025
Q2 | $3.77M | Sell |
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|
2025
Q1 | $4.86M | Sell |
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|
2024
Q4 | $5.6M | Buy |
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|
2024
Q3 | $5.45M | Buy |
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|
2024
Q2 | $4.52M | Sell |
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|
2024
Q1 | $4.79M | Buy |
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|
2023
Q4 | $4.47M | Buy |
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|
2023
Q3 | $2.86M | Sell |
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|
2023
Q2 | $3.09M | Sell |
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|
2023
Q1 | $3.04M | Buy |
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|
2022
Q4 | $2.95M | Sell |
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|
2022
Q3 | $4.23M | Buy |
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|
2022
Q2 | $4.41M | Sell |
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|
2022
Q1 | $5.21M | Sell |
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|
2021
Q4 | $5.58M | Buy |
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|
2021
Q3 | $5.27M | Buy |
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|
2021
Q2 | $5.26M | Sell |
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|
2021
Q1 | $5.12M | Sell |
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|
2020
Q4 | $6.02M | Buy |
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|
2020
Q3 | $2.46M | Sell |
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|
2020
Q2 | $2.79M | Buy |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $1.08M | Sell |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $799K | Sell |
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|
2018
Q2 | $787K | Sell |
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|
2018
Q1 | $735K | Hold |
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|
2017
Q4 | $734K | Buy |
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|
2017
Q3 | $656K | Sell |
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|
2017
Q2 | $701K | Buy |
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|
2017
Q1 | $631K | Sell |
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|
2016
Q4 | $779K | Buy |
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|
2016
Q3 | $407K | Sell |
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|
2016
Q2 | $383K | Hold |
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|
2016
Q1 | $372K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $397K | Sell |
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|
2013
Q3 | $504K | Buy |
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|
2013
Q2 | $401K | Buy |
|