Philadelphia Trust Company’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 | $728K | Hold |
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|
2025
Q2 | $669K | Hold |
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|
2025
Q1 | $640K | Hold |
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|
2024
Q4 | $706K | Sell |
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|
2024
Q3 | $752K | Buy |
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|
2024
Q2 | $648K | Hold |
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|
2024
Q1 | $671K | Hold |
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|
2023
Q4 | $658K | Hold |
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|
2023
Q3 | $573K | Hold |
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|
2023
Q2 | $605K | Hold |
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|
2023
Q1 | $587K | Hold |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $298K | Hold |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $2.72M | Buy |
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