Confluence Wealth Services’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 | $766K | Buy |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $883K | Buy |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $321K | Buy |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $409K | Buy |
|