Avion Wealth’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 | $1.65M | Hold |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.16M | Hold |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $887K | Hold |
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|
2023
Q3 | $773K | Hold |
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|
2023
Q2 | $816K | Sell |
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|
2023
Q1 | $776K | Hold |
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|
2022
Q4 | $715K | Hold |
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|
2022
Q3 | $715K | Buy |
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|
2022
Q2 | $739K | Buy |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Sell |
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|
2021
Q1 | $34K | Buy |
|