Joel Isaacson & 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 | $2.29M | Sell |
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|
2025
Q2 | $2.18M | Buy |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $2.28M | Buy |
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|
2024
Q2 | $2.03M | Buy |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $975K | Buy |
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|
2021
Q2 | $932K | Buy |
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|
2021
Q1 | $867K | Sell |
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|
2020
Q4 | $802K | Buy |
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|
2020
Q3 | $563K | Buy |
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|
2020
Q2 | $528K | Sell |
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|
2020
Q1 | $466K | Buy |
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|
2019
Q4 | $507K | Buy |
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|
2019
Q3 | $322K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $48K | Hold |
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|
2016
Q3 | $43K | Hold |
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|
2016
Q2 | $40K | Sell |
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|
2016
Q1 | $67K | Hold |
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|
2015
Q4 | $66K | Hold |
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|
2015
Q3 | $64K | Hold |
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|
2015
Q2 | $70K | Buy |
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|
2015
Q1 | $60K | Hold |
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|
2014
Q4 | $58K | Hold |
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|
2014
Q3 | $53K | Buy |
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