Cornerstone Planning Group’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
Q3 | $809K | Buy |
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|
2025
Q2 | $759K | Sell |
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|
2025
Q1 | $895K | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.7M | Sell |
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|
2024
Q2 | $22.4M | Buy |
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|
2024
Q1 | $21M | Buy |
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|
2023
Q4 | $19.7M | Buy |
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|
2023
Q3 | $15.5M | Buy |
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|
2023
Q2 | $13.9M | Buy |
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|
2022
Q4 | $10.9M | Buy |
|