McDonald 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 | $203K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q3 | $208K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.5M | Sell |
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|
2022
Q1 | $4.09M | Buy |
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|
2021
Q4 | $152K | Sell |
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|
2021
Q3 | $3.85M | Buy |
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|
2021
Q2 | $3.93M | Buy |
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|
2021
Q1 | $3.65M | Buy |
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|
2020
Q4 | $3.07M | Buy |
|