Acima Private Wealth’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 | $113K | Hold |
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|
2025
Q2 | $104K | Hold |
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|
2025
Q1 | $99.7K | Buy |
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|
2024
Q4 | $95.6K | Hold |
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|
2024
Q3 | $97.1K | Hold |
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|
2024
Q2 | $88.5K | Hold |
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|
2024
Q1 | $91.7K | Sell |
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|
2023
Q4 | $574K | Hold |
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|
2023
Q3 | $500K | Buy |
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|
2023
Q2 | $82.7K | Hold |
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|
2023
Q1 | $80.3K | Hold |
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|
2022
Q4 | $78.6K | Hold |
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|
2022
Q3 | $72.4K | Hold |
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|
2022
Q2 | $76.7K | Sell |
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|
2022
Q1 | $111K | Sell |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $112K | Hold |
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|
2021
Q2 | $116K | Hold |
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|
2021
Q1 | $112K | Hold |
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|
2020
Q4 | $95K | Hold |
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|
2020
Q3 | $72K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $58K | Hold |
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|
2019
Q4 | $86K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $636K | Buy |
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