Bernardo Wealth Planning’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 | $229K | Sell |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $258K | Buy |
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|
2024
Q3 | $245K | Sell |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $375K | Buy |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $342K | Sell |
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|
2020
Q4 | $588K | Buy |
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|
2020
Q3 | $426K | Buy |
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|
2020
Q2 | $345K | Sell |
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|
2020
Q1 | $525K | Buy |
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|
2019
Q4 | $784K | Buy |
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|
2019
Q3 | $728K | Sell |
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|
2019
Q2 | $770K | Sell |
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|
2019
Q1 | $837K | Sell |
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|
2018
Q4 | $779K | Buy |
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