Rockbridge 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 | $278K | Buy |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $240K | Buy |
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|
2024
Q3 | $243K | Buy |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $188K | Sell |
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|
2022
Q1 | $2.86M | Buy |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $2.6M | Buy |
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|
2021
Q2 | $2.69M | Buy |
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|
2021
Q1 | $2.18M | Sell |
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|
2020
Q4 | $1.87M | Buy |
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|
2020
Q3 | $1.38M | Buy |
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|
2020
Q2 | $1.32M | Buy |
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