Capital Advisors 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
Q3 | $929K | Sell |
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|
2025
Q2 | $956K | Sell |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $1.87M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.9M | Sell |
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|
2022
Q1 | $5.58M | Sell |
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|
2021
Q4 | $7.73M | Buy |
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|
2021
Q3 | $6.38M | Buy |
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|
2021
Q2 | $4.24M | Buy |
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|
2021
Q1 | $3.38M | Buy |
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