Axxcess 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $38.6M | Buy |
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2025
Q1 | $36.5M | Sell |
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2024
Q4 | $40.4M | Sell |
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2024
Q3 | $42.3M | Buy |
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2024
Q2 | $33.2M | Sell |
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2024
Q1 | $34.9M | Buy |
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2023
Q4 | $33M | Buy |
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2023
Q3 | $28.2M | Buy |
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2023
Q2 | $845K | Sell |
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2023
Q1 | $1.68M | Buy |
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2022
Q4 | $1.37M | Buy |
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2022
Q3 | $679K | Sell |
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2022
Q2 | $950K | Sell |
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2022
Q1 | $1.44M | Buy |
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2021
Q4 | $1.33M | Buy |
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