Dougherty Wealth Advisers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Dougherty Wealth Advisers’s Portfolio IJR Stock Details IJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.1M	Hold
2025 Q2	$1.94M	Sell
2025 Q1	$2.14M	Hold
2024 Q4	$2.35M	Buy
2024 Q3	$1.94M	Sell
2024 Q2	$1.77M	Hold
2024 Q1	$1.83M	Hold
2023 Q4	$1.8M	Hold
2023 Q3	$1.57M	Sell
2023 Q2	$1.71M	Hold
2023 Q1	$1.65M	Sell
2022 Q4	$2.15M	Hold
2022 Q3	$1.98M	Sell
2022 Q2	$2.17M	Hold
2022 Q1	$2.54M	Hold
2021 Q4	$2.69M	Hold
2021 Q3	$2.57M	Hold
2021 Q2	$2.65M	Hold
2021 Q1	$2.55M	Hold
2020 Q4	$2.16M	Hold
2020 Q3	$1.65M	Hold
2020 Q2	$1.6M	Hold
2020 Q1	$1.32M	Sell
2019 Q4	$1.99M	Hold
2019 Q3	$1.85M	Hold
2019 Q2	$1.86M	Hold
2019 Q1	$1.83M	Hold
2018 Q4	$1.83M	Buy