Accretive Wealth Partners’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 | $7.17M | Buy |
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|
2025
Q2 | $6.43M | Buy |
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|
2025
Q1 | $5.9M | Buy |
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|
2024
Q4 | $5.69M | Sell |
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|
2024
Q3 | $5.86M | Buy |
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|
2024
Q2 | $5.26M | Buy |
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|
2024
Q1 | $5.27M | Buy |
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|
2023
Q4 | $5.2M | Sell |
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|
2023
Q3 | $4.57M | Buy |
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|
2023
Q2 | $4.54M | Buy |
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|
2023
Q1 | $4.19M | Sell |
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|
2022
Q4 | $4.16M | Buy |
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|
2022
Q3 | $3.76M | Buy |
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|
2022
Q2 | $3.98M | Buy |
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|
2022
Q1 | $4.61M | Buy |
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|
2021
Q4 | $4.69M | Buy |
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|
2021
Q3 | $4.19M | Buy |
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|
2021
Q2 | $4.19M | Buy |
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|
2021
Q1 | $3.85M | Buy |
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|
2020
Q4 | $2.92M | Buy |
|