Newton One Investments’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 | $3.77M | Sell |
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|
2025
Q2 | $3.5M | Buy |
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|
2025
Q1 | $3.03M | Sell |
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|
2024
Q4 | $3.95M | Buy |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $3.5M | Sell |
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|
2024
Q1 | $3.63M | Sell |
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|
2023
Q4 | $3.6M | Sell |
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|
2023
Q3 | $3.71M | Sell |
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|
2023
Q2 | $4.74M | Buy |
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|
2023
Q1 | $4.4M | Buy |
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|
2022
Q4 | $4.29M | Buy |
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|
2022
Q3 | $3.93M | Buy |
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|
2022
Q2 | $4.14M | Sell |
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|
2022
Q1 | $4.89M | Buy |
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|
2021
Q4 | $5.14M | Buy |
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|
2021
Q3 | $4.78M | Buy |
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|
2021
Q2 | $4.66M | Buy |
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|
2021
Q1 | $4.44M | Buy |
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|
2020
Q4 | $3.7M | Buy |
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