Townsend 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 | $1.05M | Sell |
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|
2025
Q2 | $977K | Sell |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $932K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $872K | Sell |
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|
2020
Q2 | $861K | Sell |
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|
2020
Q1 | $719K | Buy |
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|
2019
Q4 | $1.06M | Buy |
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