Beirne Wealth Consulting Services’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 | $6.26M | Buy |
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|
2025
Q2 | $5.71M | Buy |
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|
2025
Q1 | $3.11M | Sell |
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|
2024
Q4 | $3.43M | Buy |
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|
2024
Q3 | $3.43M | Buy |
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|
2024
Q2 | $2.82M | Buy |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $1.25M | Hold |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $561K | Sell |
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|
2022
Q2 | $642K | Sell |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $2.13M | Buy |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.29M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $379K | Sell |
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|
2018
Q4 | $440K | Buy |
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