Patten Group’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 | $259K | Hold |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $375K | Sell |
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|
2024
Q2 | $407K | Sell |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $416K | Sell |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | $643K | Buy |
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|
2021
Q3 | $602K | Sell |
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|
2021
Q2 | $731K | Buy |
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|
2021
Q1 | $669K | Sell |
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|
2020
Q4 | $576K | Buy |
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|
2020
Q3 | $437K | Sell |
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|
2020
Q2 | $479K | Buy |
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|
2020
Q1 | $380K | Sell |
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|
2019
Q4 | $665K | Sell |
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|
2019
Q3 | $753K | Sell |
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|
2019
Q2 | $889K | Buy |
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|
2019
Q1 | $770K | Buy |
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|
2018
Q4 | $675K | Sell |
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|
2018
Q3 | $870K | Sell |
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|
2018
Q2 | $840K | Sell |
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|
2018
Q1 | $806K | Sell |
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|
2017
Q4 | $813K | Buy |
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|
2017
Q3 | $734K | Sell |
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|
2017
Q2 | $722K | Buy |
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|
2017
Q1 | $293K | Sell |
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|
2016
Q4 | $294K | Buy |
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|
2016
Q3 | $308K | Sell |
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|
2016
Q2 | $299K | Hold |
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|
2016
Q1 | $289K | Sell |
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|
2015
Q4 | $316K | Hold |
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|
2015
Q3 | $306K | Hold |
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|
2015
Q2 | $338K | Hold |
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|
2015
Q1 | $339K | Hold |
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|
2014
Q4 | $328K | Buy |
|