Perigon 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
Q3 | $23M | Buy |
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|
2025
Q2 | $21.1M | Buy |
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|
2025
Q1 | $19.9M | Buy |
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|
2024
Q4 | $22.1M | Buy |
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|
2024
Q3 | $19.9M | Buy |
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|
2024
Q2 | $17.8M | Buy |
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|
2024
Q1 | $18.4M | Buy |
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|
2023
Q4 | $14.5M | Buy |
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|
2023
Q3 | $10.8M | Buy |
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|
2023
Q2 | $11.4M | Sell |
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|
2023
Q1 | $14.1M | Sell |
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|
2022
Q4 | $14.1M | Buy |
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|
2022
Q3 | $5.18M | Buy |
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|
2022
Q2 | $4.28M | Sell |
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|
2022
Q1 | $7.08M | Sell |
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|
2021
Q4 | $8.06M | Buy |
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|
2021
Q3 | $6.35M | Buy |
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|
2021
Q2 | $6.54M | Buy |
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|
2021
Q1 | $5.72M | Buy |
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|
2020
Q4 | $4.09M | Buy |
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|
2020
Q3 | $2.66M | Buy |
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|
2020
Q2 | $2.34M | Sell |
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|
2020
Q1 | $2.38M | Buy |
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|
2019
Q4 | $2.25M | Buy |
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|
2019
Q3 | $1.84M | Sell |
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|
2019
Q2 | $2M | Sell |
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|
2019
Q1 | $2.02M | Sell |
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|
2018
Q4 | $1.97M | Sell |
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|
2018
Q3 | $3.51M | Buy |
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|
2018
Q2 | $2.3M | Buy |
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|
2018
Q1 | $2.09M | Sell |
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|
2017
Q4 | $2.39M | Buy |
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|
2017
Q3 | $1.92M | Sell |
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|
2017
Q2 | $1.82M | Sell |
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|
2017
Q1 | $2.38M | Sell |
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|
2016
Q4 | $2.56M | Buy |
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|
2016
Q3 | $2.19M | Buy |
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|
2016
Q2 | $1.83M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.73M | Hold |
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|
2015
Q3 | $1.68M | Sell |
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|
2015
Q2 | $2.04M | Buy |
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|
2015
Q1 | $2.04M | Buy |
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|
2014
Q4 | $1.97M | Buy |
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|
2014
Q3 | $1.74M | Sell |
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|
2014
Q2 | $1.89M | Sell |
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|
2014
Q1 | $1.86M | Sell |
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|
2013
Q4 | $1.85M | Buy |
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