Collaborative 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 | $406K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $262K | Buy |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q1 | $323K | Buy |
|