Sand Hill Global Advisors’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
$286K Sell
2025
Q2
$307K Sell
2025
Q1
$313K Hold
2024
Q4
$345K Buy
2024
Q3
$296K Hold
2024
Q2
$270K Buy
2019
Q1
Sell
2018
Q4
$236K Sell
2018
Q3
$403K Hold
2018
Q2
$386K Buy
2018
Q1
$237K Sell
2017
Q4
$453K Hold
2017
Q3
$437K Sell
2017
Q2
$429K Buy
2017
Q1
$370K Hold
2016
Q4
$368K Buy