Modera 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
Q2 | $159M | Sell |
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|
2025
Q1 | $172M | Sell |
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|
2024
Q4 | $198M | Buy |
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|
2024
Q3 | $191M | Buy |
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|
2024
Q2 | $154M | Buy |
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|
2024
Q1 | $145M | Buy |
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|
2023
Q4 | $118M | Buy |
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|
2023
Q3 | $77.3M | Buy |
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|
2023
Q2 | $71.1M | Buy |
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|
2023
Q1 | $47M | Buy |
|
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|
2022
Q4 | $3.33M | Buy |
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|
2022
Q3 | $2.32M | Buy |
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|
2022
Q2 | $1.96M | Buy |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $760K | Sell |
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|
2020
Q2 | $802K | Buy |
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|
2020
Q1 | $555K | Buy |
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|
2019
Q4 | $530K | Buy |
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|
2019
Q3 | $451K | Sell |
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|
2019
Q2 | $537K | Buy |
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|
2019
Q1 | $511K | Sell |
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|
2018
Q4 | $476K | Hold |
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|
2018
Q3 | $599K | Hold |
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|
2018
Q2 | $573K | Buy |
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|
2018
Q1 | $475K | Buy |
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|
2017
Q4 | $472K | Buy |
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|
2017
Q3 | $301K | Hold |
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|
2017
Q2 | $285K | Hold |
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|
2017
Q1 | $281K | Hold |
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|
2016
Q4 | $279K | Sell |
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|
2016
Q3 | $263K | Sell |
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|
2016
Q2 | $256K | Buy |
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