Ironwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.7M | Buy |
134,483
+2,390
| +2% | +$304K | 2.92% | 5 |
|
|
2025
Q4 | $16.7M | Buy |
132,093
+3,320
| +3% | +$397K | 2.84% | 6 |
|
|
2025
Q3 | $15.3M | Buy |
128,773
+19,479
| +18% | +$2.24M | 2.71% | 6 |
|
|
2025
Q2 | $11.4M | Hold |
109,294
| – | – | 2.45% | 6 |
|
|
2025
Q1 | $11.4M | Buy |
109,294
+360
| +0.3% | +$40.6K | 2.45% | 6 |
|
|
2024
Q4 | $12.6M | Sell |
108,934
-428
| -0.4% | -$51.1K | 2.63% | 6 |
|
|
2024
Q3 | $12.8M | Buy |
109,362
+7,172
| +7% | +$810K | 2.69% | 6 |
|
|
2024
Q2 | $10.9M | Buy |
102,190
+2,705
| +3% | +$289K | 2.44% | 7 |
|
|
2024
Q1 | $11M | Buy |
99,485
+1,879
| +2% | +$200K | 2.53% | 7 |
|
|
2023
Q4 | $10.6M | Buy |
97,606
+2,240
| +2% | +$216K | 2.56% | 8 |
|
|
2023
Q3 | $9M | Buy |
95,366
+1,841
| +2% | +$184K | 2.42% | 13 |
|
|
2023
Q2 | $9.32M | Buy |
93,525
+578
| +0.6% | +$55K | 2.45% | 13 |
|
|
2023
Q1 | $8.99M | Buy |
92,947
+2,244
| +2% | +$224K | 2.51% | 15 |
|
|
2022
Q4 | $8.58M | Buy |
90,703
+132
| +0.1% | +$12.7K | 2.67% | 11 |
|
|
2022
Q3 | $7.9M | Buy |
90,571
+1,224
| +1% | +$119K | 2.62% | 15 |
|
|
2022
Q2 | $8.26M | Buy |
89,347
+10,706
| +14% | +$1.06M | 2.65% | 12 |
|
|
2022
Q1 | $8.48M | Buy |
78,641
+6,036
| +8% | +$651K | 2.39% | 12 |
|
|
2021
Q4 | $8.31M | Buy |
72,605
+7,344
| +11% | +$837K | 2.28% | 13 |
|
|
2021
Q3 | $7.13M | Buy |
65,261
+1,086
| +2% | +$120K | 2.09% | 16 |
|
|
2021
Q2 | $7.25M | Buy |
64,175
+1,477
| +2% | +$165K | 2.18% | 17 |
|
|
2021
Q1 | $6.8M | Buy |
62,698
+11,124
| +22% | +$1.16M | 2.22% | 16 |
|
|
2020
Q4 | $4.74M | Buy |
51,574
+30,344
| +143% | +$2.49M | 1.77% | 15 |
|
|
2020
Q3 | $1.49M | Buy |
21,230
+213
| +1% | +$15.3K | 0.75% | 23 |
|
|
2020
Q2 | $1.44M | Buy |
21,017
+599
| +3% | +$37.8K | 0.78% | 22 |
|
|
2020
Q1 | $1.15M | Sell |
20,418
-76,520
| -79% | -$5.7M | 0.78% | 13 |
|
|
2019
Q4 | $8.13M | Sell |
96,938
-1,876
| -2% | -$151K | 3.72% | 10 |
|
|
2019
Q3 | $7.69M | Buy |
98,814
+1,246
| +1% | +$96.5K | 3.69% | 10 |
|
|
2019
Q2 | $7.64M | Buy |
97,568
+207
| +0.2% | +$16.1K | 3.75% | 11 |
|
|
2019
Q1 | $7.51M | Buy |
97,361
+1,601
| +2% | +$123K | 3.88% | 8 |
|
|
2018
Q4 | $6.64M | Buy |
95,760
+2,502
| +3% | +$193K | 3.73% | 9 |
|
|
2018
Q3 | $8.14M | Buy |
93,258
+2,073
| +2% | +$182K | 4.32% | 9 |
|
|
2018
Q2 | $7.61M | Buy |
91,185
+1,333
| +1% | +$109K | 4.41% | 10 |
|
|
2018
Q1 | $6.92M | Buy |
89,852
+4,857
| +6% | +$378K | 7.51% | 4 |
|
|
2017
Q4 | $6.53M | Buy |
84,995
+571
| +0.7% | +$43K | 3.93% | 10 |
|
|
2017
Q3 | $6.27M | Buy |
84,424
+1,095
| +1% | +$76.7K | 3.87% | 9 |
|
|
2017
Q2 | $5.84M | Buy |
83,329
+1,615
| +2% | +$112K | 3.76% | 9 |
|
|
2017
Q1 | $5.65M | Buy |
81,714
+208
| +0.3% | +$14.3K | 3.75% | 9 |
|
|
2016
Q4 | $5.6M | Buy |
81,506
+2,536
| +3% | +$164K | 3.93% | 9 |
|
|
2016
Q3 | $4.9M | Buy |
78,970
+1,160
| +1% | +$70.8K | 3.51% | 10 |
|
|
2016
Q2 | $4.52M | Buy |
77,810
+1,556
| +2% | +$88.7K | 3.38% | 10 |
|
|
2016
Q1 | $4.29M | Buy |
+76,254
| New | +$3.98M | 3.32% | 10 |
|
|
2015
Q3 | $4.71M | Buy |
88,336
+5,240
| +6% | +$297K | 2.31% | 17 |
|
|
2015
Q2 | $4.9M | Buy |
83,096
+466
| +0.6% | +$27.6K | 2.32% | 17 |
|
|
2015
Q1 | $4.88M | Buy |
82,630
+5,712
| +7% | +$327K | 2.35% | 16 |
|
|
2014
Q4 | $4.37M | Buy |
+76,918
| New | +$4.2M | 2.41% | 15 |
|
Other funds holding IJR
