Umpqua Bank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.26M | Sell |
11,287
-169
| -1% | -$18.9K | 0.39% | 69 |
|
2025
Q1 | $1.2M | Sell |
11,456
-332
| -3% | -$34.7K | 0.41% | 66 |
|
2024
Q4 | $1.36M | Buy |
11,788
+74
| +0.6% | +$8.52K | 0.47% | 63 |
|
2024
Q3 | $1.37M | Buy |
11,714
+85
| +0.7% | +$9.94K | 0.5% | 58 |
|
2024
Q2 | $1.24M | Sell |
11,629
-63
| -0.5% | -$6.72K | 0.48% | 58 |
|
2024
Q1 | $1.29M | Buy |
+11,692
| New | +$1.29M | 0.53% | 56 |
|