MAI Capital 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
Q2 | $221M | Buy |
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|
2025
Q1 | $208M | Buy |
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|
2024
Q4 | $210M | Buy |
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|
2024
Q3 | $189M | Buy |
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|
2024
Q2 | $164M | Buy |
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|
2024
Q1 | $161M | Buy |
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|
2023
Q4 | $137M | Buy |
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|
2023
Q3 | $114M | Buy |
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|
2023
Q2 | $103M | Buy |
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|
2023
Q1 | $90.7M | Buy |
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|
2022
Q4 | $86.5M | Buy |
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|
2022
Q3 | $73.8M | Buy |
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|
2022
Q2 | $69.5M | Buy |
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|
2022
Q1 | $78.5M | Buy |
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|
2021
Q4 | $81.6M | Buy |
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|
2021
Q3 | $69.9M | Buy |
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|
2021
Q2 | $69.7M | Buy |
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|
2021
Q1 | $64M | Buy |
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|
2020
Q4 | $52.4M | Buy |
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|
2020
Q3 | $37.4M | Buy |
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|
2020
Q2 | $34.8M | Buy |
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|
2020
Q1 | $27.1M | Buy |
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|
2019
Q4 | $37.5M | Buy |
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|
2019
Q3 | $32.8M | Buy |
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|
2019
Q2 | $29.4M | Buy |
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|
2019
Q1 | $26.6M | Buy |
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|
2018
Q4 | $18.9M | Sell |
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|
2018
Q3 | $28.2M | Buy |
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|
2018
Q2 | $25.6M | Buy |
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|
2018
Q1 | $22.2M | Buy |
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|
2017
Q4 | $21.2M | Buy |
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|
2017
Q3 | $19.4M | Buy |
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|
2017
Q2 | $17.3M | Buy |
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|
2017
Q1 | $13.8M | Buy |
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|
2016
Q4 | $10.5M | Buy |
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|
2016
Q3 | $8.71M | Sell |
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|
2016
Q2 | $8.36M | Buy |
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|
2016
Q1 | $7.87M | Buy |
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|
2015
Q4 | $7.67M | Buy |
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|
2015
Q3 | $5.91M | Buy |
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|
2015
Q2 | $5.43M | Buy |
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|
2015
Q1 | $4.87M | Buy |
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|
2014
Q4 | $3.54M | Buy |
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