Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $190M | Buy |
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|
2023
Q2 | $101M | Sell |
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|
2023
Q1 | $104M | Sell |
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|
2022
Q4 | $205M | Buy |
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|
2022
Q3 | $184M | Buy |
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|
2022
Q2 | $99.7M | Buy |
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|
2022
Q1 | $113M | Buy |
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|
2021
Q4 | $117M | Sell |
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|
2021
Q3 | $115M | Sell |
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|
2021
Q2 | $120M | Sell |
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|
2021
Q1 | $120M | Buy |
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|
2020
Q4 | $101M | Buy |
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|
2020
Q3 | $18K | Buy |
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|
2020
Q2 | $2K | Sell |
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|
2020
Q1 | $15K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $0 | Sell |
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|
2019
Q2 | $26K | Sell |
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|
2019
Q1 | $47K | Sell |
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|
2018
Q4 | $371K | Buy |
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|
2018
Q3 | $1K | Buy |
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