Activest 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 | $371K | Sell |
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|
2025
Q2 | $440K | Buy |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $448K | Buy |
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|
2024
Q3 | $113K | Sell |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $334K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $154K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $228K | Sell |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $182K | Sell |
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|
2021
Q1 | $347K | Buy |
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