Archvest 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
Q2 | – | Sell |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $408K | Sell |
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|
2024
Q3 | $457K | Buy |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $432K | Buy |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $372K | Hold |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $382K | Buy |
|