Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.73M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $1.98M | Sell |
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|
2021
Q4 | $2.01M | Buy |
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|
2021
Q3 | $2.21M | Sell |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $593K | Buy |
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