Centurion 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
$886K Buy
2025
Q2
$783K Sell
2025
Q1
$909K Hold
2024
Q4
$909K Buy
2024
Q3
$896K Buy
2024
Q1
$865K Buy
2023
Q4
$845K Buy
2023
Q3
$673K Buy
2023
Q2
$579K Sell
2023
Q1
$858K Sell
2022
Q4
$1.58M Buy