Crestmont Private Wealth’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 | $4.59M | Sell |
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|
2025
Q1 | $4.49M | Sell |
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|
2024
Q4 | $8.97M | Buy |
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|
2024
Q3 | $8.95M | Buy |
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|
2024
Q2 | $8.07M | Sell |
|
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|
2024
Q1 | $8.92M | Sell |
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|
2023
Q4 | $9.44M | Sell |
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|
2023
Q3 | $10M | Buy |
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|
2023
Q2 | $10.5M | Buy |
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|
2023
Q1 | $9.32M | Sell |
|
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|
2022
Q4 | $9.2M | Sell |
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|
2022
Q3 | $8.54M | Buy |
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|
2022
Q2 | $4.99M | Buy |
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|
2022
Q1 | $5.51M | Buy |
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|
2021
Q4 | $5.59M | Buy |
|