4J 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
Q3 | $231K | Buy |
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|
2025
Q2 | $213K | Sell |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $271K | Sell |
|
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $299K | Sell |
|
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.47M | Buy |
|
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|
2023
Q1 | $1.4M | Buy |
|
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.28M | Buy |
|