Consilio Wealth Advisors’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 | – | Sell |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $10.3M | Sell |
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|
2024
Q3 | $10.5M | Sell |
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|
2024
Q2 | $9.65M | Sell |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $9.77M | Buy |
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|
2023
Q2 | $10.2M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $584K | Sell |
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|
2022
Q2 | $665K | Sell |
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|
2022
Q1 | $834K | Buy |
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