Tompkins 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
Q3 | $1.07M | Sell |
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|
2025
Q2 | $984K | Sell |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $945K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.02M | Hold |
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|
2022
Q3 | $941K | Buy |
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|
2022
Q2 | $996K | Sell |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.61M | Sell |
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1M | Hold |
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|
2020
Q1 | $824K | Sell |
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|
2019
Q4 | $1.37M | Hold |
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|
2019
Q3 | $1.27M | Hold |
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|
2019
Q2 | $1.28M | Sell |
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|
2019
Q1 | $1.28M | Hold |
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|
2018
Q4 | $1.15M | Hold |
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|
2018
Q3 | $1.44M | Sell |
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|
2018
Q2 | $1.49M | Buy |
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|
2018
Q1 | $1.36M | Buy |
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|
2017
Q4 | $454K | Hold |
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|
2017
Q3 | $439K | Buy |
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|
2017
Q2 | $231K | Hold |
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|
2017
Q1 | $228K | Hold |
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|
2016
Q4 | $226K | Sell |
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|
2016
Q3 | $217K | Sell |
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|
2016
Q2 | $220K | Sell |
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|
2016
Q1 | $274K | Sell |
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|
2015
Q4 | $450K | Buy |
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|
2015
Q3 | $373K | Sell |
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|
2015
Q2 | $430K | Sell |
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|
2015
Q1 | $436K | Sell |
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|
2014
Q4 | $697K | Sell |
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|
2014
Q3 | $1.03M | Sell |
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|
2014
Q2 | $5.43M | Sell |
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|
2014
Q1 | $5.5M | Sell |
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|
2013
Q4 | $5.61M | Sell |
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|
2013
Q3 | $5.21M | Buy |
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|
2013
Q2 | $4.62M | Buy |
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