Kovitz Investment Group Partners’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 | $98.8M | Sell |
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|
2025
Q2 | $91.5M | Sell |
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|
2025
Q1 | $88.2M | Sell |
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|
2024
Q4 | $107M | Buy |
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|
2024
Q3 | $65M | Buy |
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|
2024
Q2 | $86.5M | Buy |
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|
2024
Q1 | $49.5M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $791K | Buy |
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|
2023
Q2 | $768K | Sell |
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|
2023
Q1 | $5.74M | Buy |
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|
2022
Q4 | $5.08M | Sell |
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|
2022
Q3 | $4.69M | Sell |
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|
2022
Q2 | $6.33M | Buy |
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|
2022
Q1 | $7.38M | Sell |
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|
2021
Q4 | $6.29M | Buy |
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|
2021
Q3 | $7.46M | Buy |
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|
2021
Q2 | $7.71M | Buy |
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|
2021
Q1 | $7.41M | Sell |
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|
2020
Q4 | $6.29M | Buy |
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|
2020
Q3 | $4.79M | Hold |
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|
2020
Q2 | $4.66M | Hold |
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|
2020
Q1 | $3.83M | Buy |
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