BSW Wealth Partners’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 | $543K | Sell |
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|
2025
Q2 | $502K | Sell |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $569K | Hold |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $596K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $213K | Sell |
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|
2020
Q4 | $432K | Buy |
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|
2020
Q3 | $323K | Buy |
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|
2020
Q2 | $289K | Sell |
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|
2020
Q1 | $306K | Buy |
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|
2019
Q4 | $239K | Sell |
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|
2019
Q3 | $390K | Sell |
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|
2019
Q2 | $406K | Sell |
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|
2019
Q1 | $444K | Sell |
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|
2018
Q4 | $443K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $406K | Buy |
|