Winthrop Advisory Group’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 | $410K | Buy |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $70M | Buy |
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|
2023
Q3 | $397K | Buy |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $620K | Sell |
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|
2022
Q4 | $613K | Buy |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $249K | Sell |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $1.35M | Sell |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $4.46M | Sell |
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|
2019
Q1 | $4.56M | Buy |
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|
2018
Q4 | $3.88M | Buy |
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|
2018
Q3 | $1.94M | Sell |
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|
2018
Q2 | $1.98M | Sell |
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|
2018
Q1 | $1.93M | Buy |
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|
2017
Q4 | $1.84M | Buy |
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