Cherry Tree 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
Q4 | $451K | Sell |
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|
2025
Q3 | $455K | Hold |
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|
2025
Q2 | $419K | Sell |
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|
2025
Q1 | $568K | Hold |
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|
2024
Q4 | $626K | Buy |
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|
2024
Q3 | $534K | Hold |
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|
2024
Q2 | $487K | Hold |
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|
2024
Q1 | $504K | Hold |
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|
2023
Q4 | $494K | Hold |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $459K | Buy |
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