Cahill 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
Q1 | $10M | Buy |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $9.33M | Buy |
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|
2024
Q1 | $9.39M | Buy |
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|
2023
Q4 | $9.04M | Buy |
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|
2023
Q3 | $7.27M | Buy |
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|
2023
Q2 | $7.38M | Buy |
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|
2023
Q1 | $7M | Buy |
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|
2022
Q4 | $7.59M | Buy |
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|
2022
Q3 | $5.74M | Sell |
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|
2022
Q2 | $6.39M | Buy |
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|
2022
Q1 | $6.83M | Buy |
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