Legacy Wealth Management (Tennessee)’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 | $49.9M | Sell |
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|
2025
Q2 | $54.2M | Sell |
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|
2025
Q1 | $51.9M | Buy |
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|
2024
Q4 | $56.2M | Buy |
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|
2024
Q3 | $55.9M | Buy |
|
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|
2024
Q2 | $49.6M | Buy |
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|
2024
Q1 | $49.9M | Buy |
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|
2023
Q4 | $47.2M | Buy |
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|
2023
Q3 | $38.9M | Buy |
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|
2023
Q2 | $40.5M | Buy |
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|
2023
Q1 | $37.7M | Buy |
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|
2022
Q4 | $36M | Buy |
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|
2022
Q3 | $31.9M | Buy |
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|
2022
Q2 | $32.2M | Buy |
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|
2022
Q1 | $36.1M | Buy |
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|
2021
Q4 | $36.7M | Buy |
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|
2021
Q3 | $32.3M | Buy |
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|
2021
Q2 | $30.4M | Buy |
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|
2021
Q1 | $28.3M | Sell |
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|
2020
Q4 | $25.7M | Buy |
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|
2020
Q3 | $19.6M | Buy |
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|
2020
Q2 | $19.1M | Sell |
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|
2020
Q1 | $24.2M | Sell |
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|
2019
Q4 | $57.4M | Buy |
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|
2019
Q3 | $52.7M | Buy |
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|
2019
Q2 | $48.6M | Buy |
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|
2019
Q1 | $42.2M | Buy |
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|
2018
Q4 | $21.1M | Sell |
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|
2018
Q3 | $37.5M | Buy |
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|
2018
Q2 | $793K | Sell |
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|
2018
Q1 | $780K | Sell |
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|
2017
Q4 | $806K | Buy |
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|
2017
Q3 | $773K | Buy |
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|
2017
Q2 | $697K | Buy |
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|
2017
Q1 | $602K | Buy |
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|
2016
Q4 | $596K | Buy |
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|
2016
Q3 | $536K | Sell |
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|
2016
Q2 | $520K | Buy |
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