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