Defined Wealth Management’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 | $1.02M | Sell |
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|
2025
Q2 | $936K | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.3M | Buy |
|
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $2.83M | Buy |
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|
2022
Q4 | $2.22M | Sell |
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|
2022
Q3 | $2.55M | Sell |
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|
2022
Q2 | $3.3M | Sell |
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|
2022
Q1 | $4.08M | Buy |
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|
2021
Q4 | $3.25M | Buy |
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|
2021
Q3 | $2.9M | Sell |
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|
2021
Q2 | $4.21M | Buy |
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|
2021
Q1 | $3.71M | Buy |
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|
2020
Q4 | $1.76M | Buy |
|