J.L. Bainbridge & 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 | $206K | Sell |
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|
2025
Q2 | $213K | Hold |
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|
2025
Q1 | $203K | Hold |
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|
2024
Q4 | $224K | Hold |
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|
2024
Q3 | $228K | Hold |
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|
2024
Q2 | $208K | Hold |
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $216K | Buy |
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