Altus Wealth Group’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 | $452K | Sell |
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|
2025
Q2 | $449K | Buy |
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|
2025
Q1 | $429K | Buy |
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|
2024
Q4 | $469K | Buy |
|
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|
2024
Q3 | $431K | Sell |
|
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|
2024
Q2 | $406K | Buy |
|
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $377K | Sell |
|
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|
2023
Q1 | $368K | Sell |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $2.11M | Hold |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $2.7M | Buy |
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|
2021
Q3 | $2.11M | Sell |
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|
2021
Q2 | $2.38M | Buy |
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|
2021
Q1 | $2.32M | Buy |
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|
2020
Q4 | $1.86M | Buy |
|