Core 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
$1.97M Sell
2025
Q1
$1.91M Sell
2024
Q4
$2.1M Sell
2024
Q3
$2.13M Sell
2024
Q2
$1.95M Sell
2024
Q1
$5.75M Sell
2023
Q4
$12.9M Buy
2023
Q3
$10.9M Buy
2023
Q2
$11M Sell
2023
Q1
$10.7M Sell
2022
Q4
$11.7M Buy
2022
Q3
$10.6M Buy
2022
Q2
$10.6M Sell
2022
Q1
$13.2M Buy
2021
Q4
$13.6M Buy
2021
Q3
$12.7M Buy
2021
Q2
$12.6M Sell
2021
Q1
$12.2M Buy
2020
Q4
$10.2M Sell
2020
Q3
$8.08M Buy
2020
Q2
$7.84M Sell
2020
Q1
$6.89M Buy
2019
Q4
$1.11M Buy