BCGM 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 | $264K | Buy |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $283K | Sell |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $298K | Buy |
|
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $288K | Hold |
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|
2020
Q4 | $287K | Buy |
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