Plancorp LLC’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 | $2.26M | Sell |
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|
2025
Q2 | $2.28M | Buy |
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|
2025
Q1 | $2.17M | Buy |
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|
2024
Q4 | $2.2M | Buy |
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|
2024
Q3 | $2.22M | Buy |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $1.97M | Buy |
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|
2023
Q3 | $1.67M | Hold |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $2.12M | Buy |
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|
2022
Q1 | $344K | Sell |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $334K | Sell |
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|
2020
Q2 | $349K | Sell |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $918K | Buy |
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|
2019
Q3 | $811K | Hold |
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|
2019
Q2 | $816K | Hold |
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|
2019
Q1 | $804K | Sell |
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|
2018
Q4 | $803K | Hold |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $1.01M | Hold |
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|
2018
Q1 | $931K | Hold |
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|
2017
Q4 | $928K | Buy |
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|
2017
Q3 | $818K | Hold |
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|
2017
Q2 | $772K | Buy |
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|
2017
Q1 | $617K | Sell |
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|
2016
Q4 | $622K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $287K | Sell |
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|
2014
Q3 | $349K | Buy |
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|
2014
Q2 | $282K | Sell |
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|
2014
Q1 | $368K | Buy |
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