SeaBridge Investment 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
Q2 | $1.63M | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.6M | Hold |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $1.03M | Hold |
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|
2023
Q3 | $897K | Buy |
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|
2023
Q2 | $818K | Hold |
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|
2023
Q1 | $794K | Sell |
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|
2022
Q4 | $812K | Buy |
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|
2022
Q3 | $716K | Hold |
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|
2022
Q2 | $759K | Hold |
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|
2022
Q1 | $886K | Hold |
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|
2021
Q4 | $940K | Hold |
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|
2021
Q3 | $896K | Buy |
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