St. Clair 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
$1.8M Buy
2025
Q2
$1.63M Buy
2025
Q1
$1.49M Sell
2024
Q4
$1.76M Buy
2024
Q3
$1.76M Buy
2024
Q2
$1.54M Buy
2024
Q1
$1.55M Buy
2023
Q4
$1.52M Buy
2023
Q3
$1.31M Buy
2023
Q2
$1.33M Buy
2023
Q1
$1.14M Buy
2022
Q4
$1M Buy
2022
Q3
$693K Buy
2022
Q2
$712K Buy
2022
Q1
$709K Buy
2021
Q4
$694K Buy
2021
Q3
$643K Buy
2021
Q2
$652K Sell
2021
Q1
$677K Sell
2020
Q4
$624K Buy