Alta Wealth Advisors’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 | $535K | Sell |
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|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $674K | Buy |
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|
2024
Q3 | $637K | Sell |
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|
2024
Q2 | $586K | Buy |
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|
2024
Q1 | $591K | Sell |
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|
2023
Q4 | $985K | Buy |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q4 | $269K | Buy |
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