Spectrum Asset Management (California)’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 | $520K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.76M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $8.5M | Buy |
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|
2021
Q3 | $7.79M | Buy |
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|
2021
Q2 | $7.93M | Buy |
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|
2021
Q1 | $7.15M | Buy |
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|
2020
Q4 | $2.08M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $4.24M | Sell |
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|
2019
Q1 | $7.33M | Buy |
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|
2018
Q4 | $6.4M | Sell |
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|
2018
Q3 | $8.33M | Buy |
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|
2018
Q2 | $7.9M | Sell |
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|
2018
Q1 | $7.4M | Sell |
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|
2017
Q4 | $8.71M | Buy |
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|
2017
Q3 | $8.29M | Buy |
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|
2017
Q2 | $7.58M | Buy |
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|
2017
Q1 | $7.46M | Sell |
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|
2016
Q4 | $7.57M | Buy |
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