Riverview Trust Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Hold |
297
| – | – | 0.04% | 145 |
|
|
2025
Q1 | $31.1K | Hold |
297
| – | – | 0.03% | 298 |
|
|
2024
Q4 | $34.2K | Hold |
297
| – | – | 0.03% | 283 |
|
|
2024
Q3 | $34.7K | Hold |
297
| – | – | 0.03% | 301 |
|
|
2024
Q2 | $31.7K | Hold |
297
| – | – | 0.03% | 297 |
|
|
2024
Q1 | $32.8K | Buy |
+297
| New | +$32.8K | 0.03% | 315 |
|
|
2023
Q4 | – | Sell |
-297
| Closed | -$28K | – | 350 |
|
|
2023
Q3 | $28K | Hold |
297
| – | – | 0.02% | 316 |
|
|
2023
Q2 | $29.6K | Hold |
297
| – | – | 0.03% | 276 |
|
|
2023
Q1 | $28.7K | Hold |
297
| – | – | 0.03% | 284 |
|
|
2022
Q4 | $28K | Hold |
297
| – | – | 0.03% | 291 |
|
|
2022
Q3 | $26K | Hold |
297
| – | – | 0.03% | 307 |
|
|
2022
Q2 | $27K | Hold |
297
| – | – | 0.02% | 310 |
|
|
2022
Q1 | $32K | Hold |
297
| – | – | 0.02% | 299 |
|
|
2021
Q4 | $34 | Hold |
297
| – | – | 0.02% | 181 |
|
|
2021
Q3 | $32K | Hold |
297
| – | – | 0.03% | 178 |
|
|
2021
Q2 | $34K | Hold |
297
| – | – | 0.04% | 176 |
|
|
2021
Q1 | $32K | Hold |
297
| – | – | 0.04% | 178 |
|
|
2020
Q4 | $27K | Hold |
297
| – | – | 0.03% | 183 |
|
|
2020
Q3 | $21K | Hold |
297
| – | – | 0.02% | 195 |
|
|
2020
Q2 | $20K | Hold |
297
| – | – | 0.02% | 206 |
|
|
2020
Q1 | $17K | Hold |
297
| – | – | 0.02% | 212 |
|
|
2019
Q4 | $25K | Hold |
297
| – | – | 0.02% | 219 |
|
|
2019
Q3 | $23K | Hold |
297
| – | – | 0.02% | 219 |
|
|
2019
Q2 | $23K | Hold |
297
| – | – | 0.02% | 214 |
|
|
2019
Q1 | $23K | Buy |
297
+98
| +49% | +$7.59K | 0.02% | 219 |
|
|
2018
Q4 | $14K | Buy |
+199
| New | +$14K | 0.01% | 230 |
|