180 Wealth Advisors’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 | $999K | Buy |
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|
2025
Q2 | $861K | Sell |
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|
2025
Q1 | $838K | Sell |
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|
2024
Q4 | $929K | Buy |
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|
2024
Q3 | $900K | Buy |
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|
2024
Q2 | $826K | Buy |
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|
2024
Q1 | $777K | Buy |
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|
2023
Q4 | $675K | Buy |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $594K | Buy |
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|
2023
Q1 | $554K | Sell |
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|
2022
Q4 | $590K | Buy |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $613K | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | $612K | Sell |
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|
2021
Q2 | $674K | Sell |
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|
2021
Q1 | $696K | Buy |
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|
2020
Q4 | $593K | Buy |
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|
2020
Q3 | $385K | Buy |
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|
2020
Q2 | $311K | Sell |
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|
2020
Q1 | $835K | Sell |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.52M | Buy |
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|
2019
Q1 | $1.5M | Sell |
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|
2018
Q4 | $1.79M | Sell |
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|
2018
Q3 | $1.84M | Sell |
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|
2018
Q2 | $1.91M | Buy |
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|
2018
Q1 | $723K | Buy |
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|
2017
Q4 | $381K | Buy |
|