Summit Financial’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 | $9.5M | Buy |
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|
2025
Q1 | $6.2M | Buy |
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|
2024
Q4 | $5.78M | Sell |
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|
2024
Q3 | $6.33M | Buy |
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|
2024
Q2 | $2.79M | Buy |
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|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $2.07M | Buy |
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|
2022
Q2 | $2.13M | Sell |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $2.52M | Sell |
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|
2021
Q3 | $2.41M | Buy |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $915K | Buy |
|