S.A. Mason’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 | $529K | Sell |
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|
2025
Q2 | $489K | Hold |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $462K | Buy |
|
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|
2024
Q3 | $469K | Buy |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $241K | Buy |
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|
2023
Q4 | $160K | Hold |
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|
2023
Q3 | $139K | Buy |
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|
2023
Q2 | $114K | Hold |
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|
2023
Q1 | $114K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | $422K | Buy |
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|
2021
Q3 | $381K | Hold |
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|
2021
Q2 | $394K | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $96K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $71K | Sell |
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|
2020
Q1 | $61K | Buy |
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|
2019
Q4 | $91K | Buy |
|