Blue Bell Private 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 | $524K | Buy |
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|
2025
Q2 | $474K | Buy |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | $352K | Buy |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $183K | Buy |
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|
2023
Q2 | $156K | Buy |
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|
2023
Q1 | $110K | Buy |
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|
2022
Q4 | $44.6K | Buy |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $25K | Buy |
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