Vanguard Personalized Indexing 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
$592K Sell
2025
Q2
$639K Buy
2025
Q1
$550K Buy
2024
Q4
$267K Hold
2024
Q3
$271K Sell
2024
Q2
$248K Buy
2022
Q1
Sell
2021
Q4
$397K Buy
2021
Q3
$275K Buy