Bordeaux 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
Q2 | $522K | Hold |
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|
2025
Q1 | $500K | Hold |
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|
2024
Q4 | $551K | Hold |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $520K | Sell |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $461K | Hold |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $707K | Hold |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $680K | Hold |
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|
2022
Q3 | $627K | Hold |
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|
2022
Q2 | $664K | Hold |
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|
2022
Q1 | $776K | Sell |
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|
2021
Q4 | $840K | Hold |
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|
2021
Q3 | $801K | Sell |
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|
2021
Q2 | $916K | Sell |
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|
2021
Q1 | $895K | Sell |
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|
2020
Q4 | $762K | Buy |
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