Stockman Wealth Management’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 | $38M | Buy |
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|
2025
Q1 | $35.8M | Sell |
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|
2024
Q4 | $52.6M | Buy |
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|
2024
Q3 | $51.4M | Buy |
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|
2024
Q2 | $42.6M | Buy |
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|
2024
Q1 | $41.7M | Buy |
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|
2023
Q4 | $38M | Buy |
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|
2023
Q3 | $31.4M | Buy |
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|
2023
Q2 | $29.7M | Buy |
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|
2023
Q1 | $23.3M | Buy |
|
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|
2022
Q4 | $18.1M | Buy |
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|
2022
Q3 | $757K | Buy |
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|
2022
Q2 | $801K | Sell |
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|
2022
Q1 | $941K | Buy |
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|
2021
Q4 | $860K | Buy |
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|
2021
Q3 | $816K | Sell |
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|
2021
Q2 | $900K | Buy |
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|
2021
Q1 | $805K | Buy |
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|
2020
Q4 | $647K | Buy |
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|
2020
Q3 | $466K | Sell |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $413K | Buy |
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|
2019
Q4 | $511K | Sell |
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|
2019
Q3 | $495K | Sell |
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|
2019
Q2 | $521K | Sell |
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|
2019
Q1 | $529K | Hold |
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|
2018
Q4 | $475K | Buy |
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|
2018
Q3 | $512K | Buy |
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|
2018
Q2 | $418K | Sell |
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|
2018
Q1 | $478K | Buy |
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|
2017
Q4 | $428K | Sell |
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|
2017
Q3 | $550K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $502K | Buy |
|