Summit Asset 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
Q3 | $20.6M | Buy |
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|
2025
Q2 | $18.9M | Buy |
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|
2025
Q1 | $18M | Buy |
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|
2024
Q4 | $19.6M | Buy |
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|
2024
Q3 | $19.4M | Buy |
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|
2024
Q2 | $17.3M | Buy |
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|
2024
Q1 | $17.2M | Buy |
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|
2023
Q4 | $16.1M | Buy |
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|
2023
Q3 | $14M | Buy |
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|
2023
Q2 | $14.7M | Sell |
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|
2023
Q1 | $14.3M | Sell |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $12.9M | Sell |
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|
2022
Q2 | $13.8M | Buy |
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|
2022
Q1 | $15.8M | Buy |
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|
2021
Q4 | $16.3M | Buy |
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|
2021
Q3 | $15.4M | Buy |
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|
2021
Q2 | $15.9M | Buy |
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|
2021
Q1 | $15M | Sell |
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|
2020
Q4 | $12.8M | Buy |
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|
2020
Q3 | $9.58M | Buy |
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|
2020
Q2 | $9.32M | Buy |
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|
2020
Q1 | $7.56M | Buy |
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|
2019
Q4 | $11M | Buy |
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|
2019
Q3 | $9.93M | Buy |
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|
2019
Q2 | $9.69M | Buy |
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|
2019
Q1 | $9.32M | Buy |
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|
2018
Q4 | $8.29M | Buy |
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|
2018
Q3 | $10.3M | Buy |
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|
2018
Q2 | $9.67M | Buy |
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|
2018
Q1 | $8.76M | Buy |
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|
2017
Q4 | $8.29M | Buy |
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|
2017
Q3 | $7.87M | Buy |
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|
2017
Q2 | $7.15M | Buy |
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|
2017
Q1 | $6.94M | Buy |
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|
2016
Q4 | $764K | Buy |
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|
2016
Q3 | $445K | Buy |
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|
2016
Q2 | $403K | Hold |
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|
2016
Q1 | $390K | Hold |
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|
2015
Q4 | $382K | Hold |
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|
2015
Q3 | $369K | Hold |
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|
2015
Q2 | $408K | Hold |
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|
2015
Q1 | $409K | Hold |
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|
2014
Q4 | $395K | Hold |
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|
2014
Q3 | $361K | Hold |
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|
2014
Q2 | $388K | Hold |
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|
2014
Q1 | $382K | Sell |
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|
2013
Q4 | $384K | Hold |
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|
2013
Q3 | $351K | Hold |
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|
2013
Q2 | $317K | Buy |
|