Castle 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 | $375K | Hold |
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|
2025
Q2 | $345K | Buy |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $365K | Buy |
|
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|
2024
Q3 | $370K | Buy |
|
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|
2024
Q2 | $333K | Sell |
|
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $2.28M | Buy |
|
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|
2023
Q1 | $2.03M | Sell |
|
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|
2022
Q4 | $5.68M | Buy |
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|
2022
Q3 | $5.18M | Buy |
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|
2022
Q2 | $4.45M | Buy |
|