Badgley Phelps Wealth Managers’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 | $3.56M | Sell |
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|
2025
Q2 | $3.28M | Sell |
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|
2025
Q1 | $3.14M | Sell |
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|
2024
Q4 | $3.49M | Buy |
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|
2024
Q3 | $3.53M | Buy |
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|
2024
Q2 | $3.2M | Sell |
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|
2024
Q1 | $3.37M | Buy |
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|
2023
Q4 | $3.28M | Sell |
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|
2023
Q3 | $19.5M | Buy |
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|
2023
Q2 | $20.4M | Buy |
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|
2023
Q1 | $11.6M | Buy |
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|
2022
Q4 | $2.66M | Sell |
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|
2022
Q3 | $2.54M | Sell |
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|
2022
Q2 | $3M | Buy |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $3.3M | Buy |
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|
2021
Q3 | $3.07M | Buy |
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