Beaird Harris 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
Q3 | $136K | Buy |
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|
2025
Q2 | $121K | Buy |
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|
2025
Q1 | $66.7K | Buy |
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|
2024
Q4 | $55.3K | Hold |
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|
2024
Q3 | $56.1K | Buy |
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|
2024
Q2 | $50.6K | Buy |
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|
2024
Q1 | $43K | Sell |
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|
2023
Q4 | $51.4K | Buy |
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|
2023
Q3 | $11.8K | Sell |
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|
2023
Q2 | $18.9K | Sell |
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|
2023
Q1 | $19.1K | Sell |
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|
2022
Q4 | $21.1K | Sell |
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|
2022
Q3 | $35K | Sell |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $112K | Buy |
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|
2021
Q4 | $10K | Buy |
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