Breakwater Capital Group’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 | $3.09M | Sell |
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|
2025
Q2 | $2.94M | Sell |
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|
2025
Q1 | $2.82M | Buy |
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|
2024
Q4 | $3M | Buy |
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|
2024
Q3 | $3.03M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.61M | Sell |
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|
2023
Q4 | $2.54M | Buy |
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|
2023
Q3 | $2.1M | Buy |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $2.22M | Buy |
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