Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $579K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $469K | Sell |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $773K | Buy |
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|
2023
Q1 | $724K | Buy |
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|
2022
Q4 | $692K | Buy |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $389K | Buy |
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|
2022
Q1 | $442K | Sell |
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|
2021
Q4 | $511K | Buy |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $2.31M | Buy |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $342K | Buy |
|