Sanibel Captiva Trust Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Buy |
55,334
+4,091
| +8% | +$447K | 0.19% | 110 |
|
|
2025
Q1 | $5.36M | Buy |
51,243
+5,474
| +12% | +$572K | 0.17% | 105 |
|
|
2024
Q4 | $5.27M | Buy |
45,769
+7,990
| +21% | +$921K | 0.17% | 104 |
|
|
2024
Q3 | $4.42M | Buy |
37,779
+17,929
| +90% | +$2.1M | 0.14% | 122 |
|
|
2024
Q2 | $2.12M | Buy |
19,850
+15,809
| +391% | +$1.69M | 0.07% | 155 |
|
|
2024
Q1 | $447K | Buy |
4,041
+371
| +10% | +$41K | 0.02% | 270 |
|
|
2023
Q4 | $397K | Buy |
+3,670
| New | +$397K | 0.01% | 263 |
|