Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.81M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $3.41M | Buy |
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|
2023
Q3 | $2.78M | Sell |
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|
2023
Q2 | $7.52M | Buy |
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|
2023
Q1 | $7.24M | Buy |
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|
2022
Q4 | $6.84M | Sell |
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|
2022
Q3 | $6.36M | Buy |
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|
2022
Q2 | $6.13M | Sell |
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|
2022
Q1 | $7.37M | Buy |
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|
2021
Q4 | $6.79M | Buy |
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|
2021
Q3 | $5.15M | Sell |
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|
2021
Q2 | $6.76M | Buy |
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|
2021
Q1 | $6.24M | Buy |
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|
2020
Q4 | $4.87M | Buy |
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|
2020
Q3 | $1.83M | Sell |
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|
2020
Q2 | $1.82M | Sell |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $1.37M | Buy |
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