Baldwin Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Baldwin Wealth Partners’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.38M	Buy	63,227 +36	+0.1%	+$4.94K	0.61%	39
2026 Q1	$7.86M	Buy	63,191 +60,453	+2,208%	+$7.68M	0.57%	39
2025 Q4	$329K	Sell	2,738 -195	-7%	-$23.3K	0.02%	192
2025 Q3	$349K	Sell	2,933 -50	-2%	-$5.75K	0.02%	179
2025 Q2	$326K	Hold	2,983	–	–	0.02%	178
2025 Q1	$312K	Buy	2,983 +663	+29%	+$74.8K	0.02%	178
2024 Q4	$267K	Buy	2,320 +325	+16%	+$38.8K	0.02%	199
2024 Q3	$233K	Buy	1,995 +80	+4%	+$9.04K	0.02%	308
2024 Q2	$204K	Sell	1,915 -2,576	-57%	-$276K	0.02%	196
2024 Q1	$496K	Sell	4,491 -403	-8%	-$42.8K	0.04%	147
2023 Q4	$530K	Buy	4,894 +30	+0.6%	+$2.89K	0.04%	145
2023 Q3	$459K	Sell	4,864 -55	-1%	-$5.49K	0.04%	155
2023 Q2	$490K	Hold	4,919	–	–	0.04%	165
2023 Q1	$476K	Buy	4,919 +520	+12%	+$52K	0.04%	161
2022 Q4	$416K	Hold	4,399	–	–	0.04%	173
2022 Q3	$384K	Sell	4,399 -30	-0.7%	-$2.91K	0.05%	121
2022 Q2	$409K	Hold	4,429	–	–	0.05%	120
2022 Q1	$478K	Sell	4,429 -120	-3%	-$12.9K	0.05%	123
2021 Q4	$521K	Buy	4,549 +560	+14%	+$63.8K	0.05%	122
2021 Q3	$436K	Sell	3,989 -177	-4%	-$19.5K	0.05%	129
2021 Q2	$471K	Buy	4,166 +500	+14%	+$55.8K	0.05%	126
2021 Q1	$398K	Buy	3,666 +420	+13%	+$44K	0.05%	126
2020 Q4	$298K	Hold	3,246	–	–	0.04%	141
2020 Q3	$228K	Sell	3,246 -396	-11%	-$28.4K	0.03%	150
2020 Q2	$249K	Sell	3,642 -85	-2%	-$5.37K	0.04%	139
2020 Q1	$209K	Hold	3,727	–	–	0.04%	141
2019 Q4	$313K	Buy	3,727 +100	+3%	+$8.05K	0.04%	144
2019 Q3	$282K	Sell	3,627 -355	-9%	-$27.5K	0.04%	145
2019 Q2	$312K	Sell	3,982 -301	-7%	-$23.4K	0.05%	166
2019 Q1	$330K	Buy	4,283 +1,073	+33%	+$82.4K	0.05%	163
2018 Q4	$223K	Buy	3,210 +3,070	+2,193%	+$237K	0.04%	179
2018 Q3	$12K	Hold	140	–	–	﹤0.01%	449
2018 Q2	$12K	Hold	140	–	–	﹤0.01%	444
2018 Q1	$11K	Hold	140	–	–	﹤0.01%	427
2017 Q4	$11K	Buy	+140	New	+$10.6K	﹤0.01%	413
2017 Q1	–	Sell	-440	Closed	-$30K	–	517
2016 Q4	$30K	Buy	+440	New	+$28.4K	0.01%	336