Patten & Patten’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 | $565K | Buy |
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|
2025
Q2 | $320K | Sell |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $363K | Buy |
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|
2024
Q3 | $346K | Buy |
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|
2024
Q2 | $315K | Buy |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $220K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $281K | Sell |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $266K | Hold |
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|
2020
Q2 | $259K | Sell |
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|
2020
Q1 | $241K | Buy |
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|
2019
Q4 | $328K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $316K | Buy |
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|
2013
Q4 | $297K | Sell |
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|
2013
Q3 | $453K | Buy |
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|
2013
Q2 | $409K | Buy |
|