Accurate 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
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $937K | Sell |
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|
2023
Q4 | $1,000K | Sell |
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|
2023
Q3 | $998K | Buy |
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|
2023
Q2 | $853K | Buy |
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|
2023
Q1 | $710K | Buy |
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|
2022
Q4 | $662K | Buy |
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|
2022
Q3 | $494K | Buy |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $239K | Buy |
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