Sullivan, Bruyette, Speros & Blaney’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
2021
Q1
$15.9M Sell
2020
Q4
$13.8M Sell
2020
Q3
$10.7M Buy
2020
Q2
$10.3M Buy
2020
Q1
$8.44M Buy
2019
Q4
$12M Buy
2019
Q3
$11M Buy
2019
Q2
$10.9M Buy
2019
Q1
$10.7M Sell
2018
Q4
$9.76M Sell
2018
Q3
$12.6M Sell
2018
Q2
$12.5M Sell
2018
Q1
$11.9M Sell
2017
Q4
$12M Sell
2017
Q3
$12.4M Sell
2017
Q2
$12.2M Sell
2017
Q1
$12.2M Sell
2016
Q4
$12.3M Sell
2016
Q3
$11.5M Buy
2016
Q2
$10.7M Buy