Bellwether Advisors’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
$5.37M Sell
2025
Q2
$4.94M Sell
2025
Q1
$4.75M Buy
2024
Q4
$5.22M Sell
2024
Q3
$5.33M Sell
2024
Q2
$4.88M Buy
2024
Q1
$5.04M Sell
2023
Q4
$4.94M Sell
2023
Q3
$4.4M Sell
2023
Q2
$4.69M Sell
2023
Q1
$4.58M Sell
2022
Q4
$4.67M Sell
2022
Q3
$4.57M Sell
2022
Q2
$5.55M Sell
2022
Q1
$7.66M Sell
2021
Q4
$8.16M Sell
2021
Q3
$7.93M Sell
2021
Q2
$8.33M Buy
2021
Q1
$7.9M Buy
2020
Q4
$6.52M Buy