Rothschild Investment LLC’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 | $303K | Hold |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $320K | Hold |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $685K | Buy |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $456K | Buy |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $428K | Buy |
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|
2022
Q2 | $453K | Buy |
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|
2022
Q1 | $496K | Hold |
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|
2021
Q4 | $527K | Hold |
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|
2021
Q3 | $502K | Hold |
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|
2021
Q2 | $520K | Sell |
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|
2021
Q1 | $566K | Hold |
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|
2020
Q4 | $479K | Buy |
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|
2020
Q3 | $306K | Buy |
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|
2020
Q2 | $280K | Buy |
|