Amplius 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 | $37.9M | Buy |
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|
2025
Q2 | $30.9M | Sell |
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|
2025
Q1 | $34.4M | Buy |
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|
2024
Q4 | $32.6M | Sell |
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|
2024
Q3 | $33.4M | Buy |
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|
2024
Q2 | $2.47M | Buy |
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|
2024
Q1 | $2.54M | Sell |
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|
2023
Q4 | $2.54M | Buy |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.3M | Buy |
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|
2022
Q4 | $2.12M | Sell |
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|
2022
Q3 | $17.9M | Buy |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $2.64M | Buy |
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|
2021
Q4 | $2.58M | Buy |
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