Sigma Investment Counselors’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 | $64.6M | Buy |
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2025
Q1 | $59.9M | Sell |
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2024
Q4 | $68.5M | Sell |
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2024
Q3 | $69.8M | Buy |
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2024
Q2 | $63.5M | Buy |
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2024
Q1 | $64.8M | Sell |
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2023
Q4 | $63.5M | Buy |
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2023
Q3 | $55.3M | Sell |
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2023
Q2 | $58.4M | Buy |
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2023
Q1 | $56M | Sell |
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2022
Q4 | $58.8M | Buy |
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2022
Q3 | $54M | Buy |
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2022
Q2 | $56.3M | Buy |
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2022
Q1 | $64.8M | Buy |
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2021
Q4 | $67.5M | Buy |
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2021
Q3 | $63.4M | Buy |
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2021
Q2 | $63.4M | Buy |
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2021
Q1 | $59.4M | Sell |
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2020
Q4 | $54.1M | Buy |
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2020
Q3 | $23.9M | Sell |
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2020
Q2 | $44.6M | Sell |
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2020
Q1 | $37.6M | Buy |
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2019
Q4 | $51M | Buy |
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2019
Q3 | $46.1M | Buy |
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2019
Q2 | $44.6M | Buy |
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2019
Q1 | $42.7M | Buy |
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2018
Q4 | $37.4M | Sell |
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2018
Q3 | $48.7M | Buy |
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2018
Q2 | $45.7M | Sell |
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2018
Q1 | $42.3M | Buy |
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2017
Q4 | $41.3M | Buy |
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2017
Q3 | $39.4M | Buy |
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2017
Q2 | $35.8M | Buy |
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2017
Q1 | $34.4M | Sell |
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2016
Q4 | $34.8M | Buy |
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2016
Q3 | $31.1M | Buy |
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2016
Q2 | $28.5M | Buy |
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2016
Q1 | $26.9M | Buy |
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2015
Q4 | $24.5M | Buy |
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2015
Q3 | $22.2M | Buy |
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2015
Q2 | $20.9M | Buy |
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2015
Q1 | $15.2M | Buy |
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2014
Q4 | $14.3M | Sell |
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2014
Q3 | $13.5M | Buy |
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2014
Q2 | $14.3M | Buy |
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2014
Q1 | $14M | Buy |
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2013
Q4 | $13.3M | Sell |
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2013
Q3 | $12.6M | Buy |
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2013
Q2 | $11.3M | Buy |
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