Jacobi Capital Management’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 | $3.34M | Buy |
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|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $2.7M | Sell |
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|
2024
Q4 | $3.54M | Buy |
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|
2024
Q3 | $2.85M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $973K | Buy |
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|
2023
Q4 | $907K | Buy |
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|
2023
Q3 | $738K | Sell |
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|
2023
Q2 | $782K | Buy |
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|
2023
Q1 | $733K | Buy |
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|
2022
Q4 | $627K | Sell |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $659K | Buy |
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|
2022
Q1 | $714K | Sell |
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|
2021
Q4 | $760K | Buy |
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|
2021
Q3 | $632K | Buy |
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|
2021
Q2 | $616K | Buy |
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|
2021
Q1 | $571K | Buy |
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|
2020
Q4 | $453K | Buy |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | $309K | Hold |
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|
2020
Q1 | $254K | Sell |
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|
2019
Q4 | $395K | Buy |
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|
2019
Q3 | $352K | Sell |
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|
2019
Q2 | $362K | Sell |
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|
2019
Q1 | $866K | Buy |
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|
2018
Q4 | $514K | Buy |
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|
2018
Q3 | $366K | Sell |
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|
2018
Q2 | $354K | Buy |
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|
2018
Q1 | $307K | Buy |
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|
2017
Q4 | $244K | Buy |
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|
2017
Q3 | $106K | Buy |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $8K | Buy |
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