Laird Norton Wetherby Wealth 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 | $2.08M | Sell |
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|
2025
Q2 | $2.27M | Buy |
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|
2024
Q4 | $2.51M | Sell |
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|
2024
Q3 | $2.62M | Sell |
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|
2024
Q2 | $2.41M | Sell |
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|
2024
Q1 | $2.52M | Sell |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $1.91M | Sell |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $2.2M | Buy |
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|
2021
Q4 | $2.13M | Buy |
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|
2021
Q3 | $1.95M | Sell |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $833K | Buy |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $130K | Hold |
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|
2017
Q3 | $125K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $111K | Buy |
|