Aspire Wealth Management’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
2024
Q3
$11.1K Hold
2024
Q2
$10.1K Sell
2024
Q1
$11.8K Sell
2023
Q4
$19.8K Hold
2023
Q3
$17.2K Sell
2023
Q2
$18.5K Hold
2023
Q1
$18K Sell
2022
Q4
$120K Sell
2022
Q3
$113K Buy
2022
Q2
$10K Hold
2022
Q1
$12K Sell
2021
Q4
$34K Buy