Robertson Stephens 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
Q2 | $8.45M | Buy |
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|
2025
Q1 | $7.62M | Sell |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $3.82M | Buy |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $4.17M | Buy |
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|
2023
Q4 | $3.28M | Sell |
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|
2023
Q3 | $17.6M | Buy |
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|
2023
Q2 | $17.4M | Sell |
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|
2023
Q1 | $24.4M | Buy |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $8.12M | Buy |
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|
2022
Q2 | $8.59M | Sell |
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|
2022
Q1 | $22.9M | Buy |
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|
2021
Q4 | $10.4M | Sell |
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|
2021
Q3 | $13.7M | Sell |
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|
2021
Q2 | $14.3M | Sell |
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|
2021
Q1 | $16.3M | Buy |
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|
2020
Q4 | $6.25M | Buy |
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|
2020
Q3 | $2.05M | Buy |
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|
2020
Q2 | $992K | Sell |
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|
2020
Q1 | $1.99M | Sell |
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|
2019
Q4 | $3.31M | Sell |
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|
2019
Q3 | $7.36M | Buy |
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|
2019
Q2 | $3.55M | Buy |
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|
2019
Q1 | $3.35M | Buy |
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|
2018
Q4 | $2.25M | Buy |
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