Legacy Private Trust’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 | $7.06M | Buy |
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|
2025
Q2 | $5.77M | Sell |
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|
2025
Q1 | $6.03M | Sell |
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|
2024
Q4 | $8.97M | Sell |
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|
2024
Q3 | $9.3M | Buy |
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|
2024
Q2 | $8.28M | Sell |
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|
2024
Q1 | $8.72M | Sell |
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|
2023
Q4 | $8.61M | Sell |
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|
2023
Q3 | $8.89M | Sell |
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|
2023
Q2 | $9.96M | Sell |
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|
2023
Q1 | $16.2M | Sell |
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|
2022
Q4 | $17M | Sell |
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|
2022
Q3 | $22.4M | Buy |
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|
2022
Q2 | $22.4M | Buy |
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|
2022
Q1 | $23.4M | Sell |
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|
2021
Q4 | $25.3M | Buy |
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|
2021
Q3 | $24.1M | Buy |
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|
2021
Q2 | $24.9M | Buy |
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|
2021
Q1 | $15.4M | Buy |
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|
2020
Q4 | $10.7M | Buy |
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|
2020
Q3 | $7.79M | Buy |
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|
2020
Q2 | $7.57M | Buy |
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|
2020
Q1 | $5.02M | Buy |
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|
2019
Q4 | $5.9M | Sell |
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|
2019
Q3 | $6.68M | Sell |
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|
2019
Q2 | $7.4M | Buy |
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|
2019
Q1 | $6.76M | Sell |
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|
2018
Q4 | $6.9M | Buy |
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|
2018
Q3 | $6.43M | Buy |
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|
2018
Q2 | $3.37M | Buy |
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|
2018
Q1 | $456K | Buy |
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|
2017
Q4 | $258K | Buy |
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|
2017
Q3 | $218K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $218K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.66M | Hold |
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|
2015
Q2 | $1.84M | Sell |
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|
2015
Q1 | $2.63M | Buy |
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|
2014
Q4 | $2.14M | Hold |
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|
2014
Q3 | $1.95M | Sell |
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|
2014
Q2 | $2.86M | Sell |
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|
2014
Q1 | $8.96M | Sell |
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|
2013
Q4 | $20.7M | Buy |
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|
2013
Q3 | $15.3M | Sell |
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|
2013
Q2 | $14.6M | Buy |
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