Venturi Wealth 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
Q2 | $15M | Buy |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $110M | Buy |
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|
2024
Q3 | $96.9M | Buy |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $724K | Sell |
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|
2023
Q3 | $12.5M | Buy |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $89.1M | Buy |
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|
2022
Q4 | $65.5M | Sell |
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|
2022
Q3 | $66.8M | Sell |
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|
2022
Q2 | $86.7M | Buy |
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|
2022
Q1 | $45.6M | Buy |
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|
2021
Q4 | $45.8M | Buy |
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|
2021
Q3 | $3.13M | Sell |
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|
2021
Q2 | $114M | Buy |
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|
2021
Q1 | $90.4M | Buy |
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|
2020
Q4 | $71.5M | Buy |
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|
2020
Q3 | $1.56M | Buy |
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|
2020
Q2 | $377K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10.1M | Buy |
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|
2019
Q3 | $685K | Sell |
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|
2019
Q2 | $690K | Sell |
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|
2019
Q1 | $927K | Sell |
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|
2018
Q4 | $1.52M | Sell |
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|
2018
Q3 | $13.9M | Sell |
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|
2018
Q2 | $15.8M | Buy |
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|
2018
Q1 | $7.52M | Buy |
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|
2017
Q4 | $7.45M | Buy |
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|
2017
Q3 | $5.88M | Buy |
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|
2017
Q2 | $878K | Buy |
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|
2017
Q1 | $706K | Buy |
|