Arbor Trust 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 | $1.58M | Sell |
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|
2025
Q2 | $1.53M | Buy |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $1.51M | Hold |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.45M | Hold |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.39M | Hold |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $870K | Sell |
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|
2020
Q2 | $848K | Sell |
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|
2020
Q1 | $733K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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