Congress 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 | $50.9M | Buy |
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|
2025
Q1 | $45.6M | Buy |
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|
2024
Q4 | $45.6M | Buy |
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|
2024
Q3 | $45.7M | Buy |
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|
2024
Q2 | $12.4M | Sell |
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|
2024
Q1 | $13.1M | Buy |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $7.07M | Buy |
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|
2023
Q2 | $7.19M | Sell |
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|
2023
Q1 | $7.72M | Sell |
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|
2022
Q4 | $7.94M | Buy |
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|
2022
Q3 | $7.21M | Buy |
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|
2022
Q2 | $7.43M | Sell |
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|
2022
Q1 | $8.99M | Sell |
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|
2021
Q4 | $11.4M | Buy |
|