Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.12M | Buy |
25,063
+674
| +3% | +$85.6K | 0.48% | 53 |
|
|
2025
Q4 | $2.93M | Buy |
24,389
+29
| +0.1% | +$3.47K | 0.47% | 56 |
|
|
2025
Q3 | $2.89M | Buy |
24,360
+383
| +2% | +$44K | 0.46% | 53 |
|
|
2025
Q2 | $2.62M | Buy |
23,977
+665
| +3% | +$68.7K | 0.49% | 54 |
|
|
2025
Q1 | $2.44M | Buy |
23,312
+1,005
| +5% | +$113K | 0.52% | 52 |
|
|
2024
Q4 | $2.57M | Sell |
22,307
-50
| -0.2% | -$5.97K | 0.54% | 47 |
|
|
2024
Q3 | $2.61M | Buy |
22,357
+400
| +2% | +$45.2K | 0.56% | 44 |
|
|
2024
Q2 | $2.34M | Buy |
21,957
+1,439
| +7% | +$154K | 0.54% | 45 |
|
|
2024
Q1 | $2.27M | Buy |
20,518
+10
| +0% | +$1.06K | 0.54% | 44 |
|
|
2023
Q4 | $2.22M | Sell |
20,508
-2,779
| -12% | -$268K | 0.57% | 47 |
|
|
2023
Q3 | $2.2M | Buy |
23,287
+200
| +0.9% | +$20K | 0.63% | 40 |
|
|
2023
Q2 | $2.3M | Buy |
23,087
+770
| +3% | +$73.3K | 0.65% | 39 |
|
|
2023
Q1 | $2.16M | Buy |
22,317
+845
| +4% | +$84.5K | 0.63% | 41 |
|
|
2022
Q4 | $60.6K | Buy |
21,472
+996
| +5% | +$95.5K | 0.15% | 116 |
|
|
2022
Q3 | $38.4K | Buy |
20,476
+2,374
| +13% | +$231K | 0.09% | 142 |
|
|
2022
Q2 | $45.2K | Buy |
18,102
+3,078
| +20% | +$306K | 0.1% | 132 |
|
|
2022
Q1 | $45.2K | Buy |
15,024
+3,000
| +25% | +$324K | 0.1% | 132 |
|
|
2021
Q4 | $1.38K | Buy |
12,024
+51
| +0.4% | +$5.81K | ﹤0.01% | 247 |
|
|
2021
Q3 | $1.31K | Buy |
11,973
+645
| +6% | +$71K | ﹤0.01% | 244 |
|
|
2021
Q2 | $1.28K | Sell |
11,328
-99
| -0.9% | -$11K | ﹤0.01% | 236 |
|
|
2021
Q1 | $1.24K | Sell |
11,427
-390
| -3% | -$40.8K | ﹤0.01% | 229 |
|
|
2020
Q4 | $1.09K | Hold |
11,817
| – | – | ﹤0.01% | 191 |
|
|
2020
Q3 | $829 | Buy |
11,817
+387
| +3% | +$27.7K | ﹤0.01% | 209 |
|
|
2020
Q2 | $780 | Sell |
11,430
-2,381
| -17% | -$150K | ﹤0.01% | 188 |
|
|
2020
Q1 | $84.9K | Buy |
+13,811
| New | +$1.03M | 0.06% | 63 |
|
|
2019
Q2 | $120K | Buy |
+14,422
| New | +$1.12M | 0.27% | 21 |
|
|
2018
Q4 | $988K | Buy |
14,154
+12,654
| +844% | +$978K | 0.36% | 48 |
|
|
2018
Q3 | $118K | Sell |
1,500
-10,317
| -87% | -$904K | 0.04% | 187 |
|
|
2018
Q2 | $998K | Buy |
11,817
+1,001
| +9% | +$81.6K | 0.35% | 46 |
|
|
2018
Q1 | $814K | Buy |
10,816
+451
| +4% | +$35.1K | 0.45% | 50 |
|
|
2017
Q4 | $808K | Buy |
10,365
+8,231
| +386% | +$620K | 0.44% | 53 |
|
|
2017
Q3 | $160K | Sell |
2,134
-12
| -0.6% | -$841 | 0.1% | 158 |
|
|
2017
Q2 | $150K | Buy |
2,146
+349
| +19% | +$24.2K | 0.1% | 160 |
|
|
2017
Q1 | $121K | Buy |
+1,797
| New | +$124K | 0.06% | 168 |
|
Other funds holding IJR
