Ritholtz 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
$17.2M Buy
2025
Q2
$15.5M Buy
2025
Q1
$4.32M Buy
2024
Q4
$2.28M Buy
2024
Q3
$2.29M Sell
2024
Q2
$2.48M Buy
2024
Q1
$2.52M Buy
2023
Q4
$2.15M Buy
2023
Q3
$1.29M Buy
2023
Q2
$263K Buy
2022
Q2
Sell
2022
Q1
$221K Buy