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