Circle 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 | $250M | Buy |
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|
2025
Q2 | $230M | Hold |
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|
2025
Q1 | $220M | Sell |
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|
2024
Q4 | $244M | Buy |
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|
2024
Q3 | $247M | Buy |
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|
2024
Q2 | $226M | Buy |
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|
2024
Q1 | $234M | Sell |
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|
2023
Q4 | $229M | Buy |
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|
2023
Q3 | $200M | Buy |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $308K | Hold |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | $309K | Buy |
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|
2020
Q4 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $343K | Buy |
|