Punch & Associates Investment 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
Q2 | $10.2K | Hold |
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|
2025
Q1 | $9.72K | Buy |
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|
2024
Q4 | $8.64K | Hold |
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|
2024
Q3 | $8.77K | Sell |
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|
2024
Q2 | $10.5K | Buy |
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|
2024
Q1 | $10.7K | Sell |
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|
2023
Q4 | $63.9K | Sell |
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|
2023
Q3 | $57.3K | Sell |
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|
2023
Q2 | $108K | Buy |
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|
2023
Q1 | $94.5K | Sell |
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|
2022
Q4 | $110K | Sell |
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|
2022
Q3 | $101K | Hold |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $135K | Sell |
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|
2021
Q3 | $130K | Buy |
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|
2021
Q2 | $133K | Buy |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $74K | Hold |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $55K | Hold |
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|
2020
Q1 | $45K | Hold |
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|
2019
Q4 | $67K | Buy |
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