Canvas 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 | $10.1M | Buy |
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|
2025
Q1 | $8.05M | Sell |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $9.51M | Buy |
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|
2024
Q2 | $8.7M | Buy |
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|
2024
Q1 | $7.14M | Buy |
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|
2023
Q4 | $5.29M | Buy |
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|
2023
Q3 | $4.01M | Buy |
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|
2023
Q2 | $4.03M | Buy |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $2.79M | Buy |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $2.86M | Buy |
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|
2022
Q1 | $2.53M | Buy |
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|
2021
Q4 | $2.64M | Buy |
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|
2021
Q3 | $2.02M | Buy |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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