Klingenstein Fields & 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
Q2
$1.16M Buy
2025
Q1
$1.04M Buy
2024
Q4
$1.08M Buy
2024
Q3
$1.04M Buy
2018
Q4
Sell
2018
Q3
$296K Sell
2018
Q2
$286K Buy
2018
Q1
$248K Buy
2017
Q4
$247K Buy