Ramsay Stattman Vela & Price’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 | $1.28M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $918K | Buy |
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|
2024
Q1 | $911K | Buy |
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|
2023
Q4 | $825K | Buy |
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|
2023
Q3 | $696K | Buy |
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|
2023
Q2 | $615K | Buy |
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|
2023
Q1 | $578K | Sell |
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|
2022
Q4 | $729K | Buy |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $700K | Sell |
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|
2022
Q1 | $879K | Buy |
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|
2021
Q4 | $910K | Buy |
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|
2021
Q3 | $757K | Buy |
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|
2021
Q2 | $775K | Buy |
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|
2021
Q1 | $740K | Buy |
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|
2020
Q4 | $605K | Buy |
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|
2020
Q3 | $434K | Buy |
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|
2020
Q2 | $370K | Buy |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $327K | Buy |
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