Blodgett Wealth 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 | $316K | Hold |
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|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $284K | Hold |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $286K | Buy |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $394K | Buy |
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