CCG 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
Q2 | $8.82M | Buy |
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|
2025
Q1 | $7.87M | Buy |
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|
2024
Q4 | $7.63M | Sell |
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|
2024
Q3 | $7.83M | Buy |
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|
2024
Q2 | $6.86M | Sell |
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|
2024
Q1 | $7.11M | Sell |
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|
2023
Q4 | $6.98M | Sell |
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|
2023
Q3 | $6.66M | Buy |
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|
2023
Q2 | $6.6M | Buy |
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|
2023
Q1 | $5.61M | Sell |
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|
2022
Q4 | $5.52M | Sell |
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|
2022
Q3 | $5.35M | Sell |
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|
2022
Q2 | $6.37M | Buy |
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|
2022
Q1 | $6.46M | Buy |
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|
2021
Q4 | $6.12M | Buy |
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|
2021
Q3 | $4.45M | Buy |
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|
2021
Q2 | $4.08M | Buy |
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|
2021
Q1 | $3.69M | Buy |
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|
2020
Q4 | $2.62M | Sell |
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|
2020
Q3 | $2.01M | Sell |
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|
2020
Q2 | $2.14M | Buy |
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|
2020
Q1 | $808K | Buy |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $451K | Buy |
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