Dynasty 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 | $78.2M | Buy |
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|
2025
Q2 | $68.3M | Sell |
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|
2025
Q1 | $68M | Sell |
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|
2024
Q4 | $83.1M | Sell |
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|
2024
Q3 | $75.9M | Buy |
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|
2024
Q2 | $54M | Buy |
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|
2024
Q1 | $53M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.97M | Buy |
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|
2018
Q2 | $1.75M | Buy |
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|
2018
Q1 | $1.26M | Sell |
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|
2017
Q4 | $1.47M | Buy |
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