Stonebridge Capital 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 | $365K | Buy |
|
|||||
|
2025
Q1 | $333K | Sell |
|
|||||
|
2024
Q4 | $458K | Buy |
|
|||||
|
2024
Q3 | $459K | Buy |
|
|||||
|
2024
Q2 | $226K | Hold |
|
|||||
|
2024
Q1 | $234K | Buy |
|
|||||
|
2023
Q4 | $219K | Hold |
|
|||||
|
2023
Q3 | $191K | Buy |
|
|||||
|
2023
Q2 | $193K | Buy |
|
|||||
|
2023
Q1 | $120K | Buy |
|
|||||
|
2022
Q4 | $105K | Buy |
|
|||||
|
2022
Q3 | $30K | Hold |
|
|||||
|
2022
Q2 | $32K | Sell |
|
|||||
|
2022
Q1 | $45K | Buy |
|
|||||
|
2021
Q4 | $10K | Sell |
|
|||||
|
2021
Q3 | $74K | Sell |
|
|||||
|
2021
Q2 | $192K | Buy |
|
|||||
|
2021
Q1 | $116K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $62K | Hold |
|
|||||
|
2020
Q1 | $51K | Hold |
|
|||||
|
2019
Q4 | $76K | Sell |
|
|||||
|
2019
Q3 | $188K | Buy |
|
|||||
|
2019
Q2 | $175K | Sell |
|
|||||
|
2019
Q1 | $1.41M | Buy |
|
|||||
|
2018
Q4 | $1.26M | Buy |
|
|||||
|
2018
Q3 | $1.56M | Buy |
|
|||||
|
2018
Q2 | $1.49M | Buy |
|
|||||
|
2018
Q1 | $1.33M | Buy |
|
|||||
|
2017
Q4 | $1.33M | Buy |
|
|||||
|
2017
Q3 | $1.28M | Buy |
|
|||||
|
2017
Q2 | $1.2M | Sell |
|
|||||
|
2017
Q1 | $1.23M | Buy |
|
|||||
|
2016
Q4 | $1.18M | Buy |
|
|||||
|
2016
Q3 | $1.05M | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $217K | Buy |
|