AAF 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 | $1.47M | Sell |
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|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $2.25M | Sell |
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|
2024
Q4 | $3.69M | Sell |
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|
2024
Q3 | $4.06M | Sell |
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|
2024
Q2 | $7.88M | Buy |
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|
2024
Q1 | $7.23M | Buy |
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|
2023
Q4 | $6.82M | Buy |
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|
2023
Q3 | $5.68M | Buy |
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|
2023
Q2 | $5.91M | Buy |
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|
2023
Q1 | $5.51M | Buy |
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|
2022
Q4 | $5.22M | Buy |
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|
2022
Q3 | $4.8M | Buy |
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|
2022
Q2 | $4.86M | Buy |
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|
2022
Q1 | $5.67M | Buy |
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|
2021
Q4 | $5.97M | Buy |
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|
2021
Q3 | $5.6M | Buy |
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|
2021
Q2 | $5.54M | Sell |
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|
2021
Q1 | $5.52M | Sell |
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|
2020
Q4 | $5.64M | Buy |
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