Brandywine Oak Private Wealth’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 | $628K | Buy |
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|
2025
Q2 | $577K | Buy |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $615K | Sell |
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|
2024
Q3 | $632K | Buy |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $578K | Sell |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $534K | Buy |
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|
2022
Q4 | $520K | Sell |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $700K | Sell |
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|
2021
Q4 | $782K | Buy |
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|
2021
Q3 | $741K | Sell |
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|
2021
Q2 | $800K | Buy |
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $601K | Buy |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $6.83M | Sell |
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|
2019
Q3 | $6.39M | Sell |
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|
2019
Q2 | $7.41M | Buy |
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|
2019
Q1 | $7M | Buy |
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|
2018
Q4 | $5.55M | Buy |
|