CWS Financial 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
Q3 | $20.6M | Sell |
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|
2025
Q2 | $19M | Buy |
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|
2025
Q1 | $17.9M | Buy |
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|
2024
Q4 | $19.3M | Buy |
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|
2024
Q3 | $19.2M | Sell |
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|
2024
Q2 | $17.6M | Buy |
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|
2024
Q1 | $17.5M | Buy |
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|
2023
Q4 | $16.7M | Buy |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $12.8M | Buy |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.09M | Hold |
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|
2020
Q4 | $923K | Buy |
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|
2020
Q3 | $668K | Buy |
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|
2020
Q2 | $648K | Buy |
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