Summit Trail 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
Q3 | $11.3M | Buy |
|
|||||
|
2025
Q2 | $10.3M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $10.8M | Buy |
|
|||||
|
2024
Q2 | $9.87M | Sell |
|
|||||
|
2024
Q1 | $10.5M | Buy |
|
|||||
|
2023
Q4 | $10.3M | Sell |
|
|||||
|
2023
Q3 | $9.03M | Sell |
|
|||||
|
2023
Q2 | $9.66M | Sell |
|
|||||
|
2023
Q1 | $9.42M | Sell |
|
|||||
|
2022
Q4 | $9.36M | Buy |
|
|||||
|
2022
Q3 | $8.54M | Sell |
|
|||||
|
2022
Q2 | $10.9M | Buy |
|
|||||
|
2022
Q1 | $10.4M | Buy |
|
|||||
|
2021
Q4 | $1.04M | Buy |
|
|||||
|
2021
Q3 | $924K | Buy |
|
|||||
|
2021
Q2 | $954K | Sell |
|
|||||
|
2021
Q1 | $935K | Hold |
|
|||||
|
2020
Q4 | $792K | Hold |
|
|||||
|
2020
Q3 | $686K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $3K | Buy |
|