Element 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
Q3
$4.83M Sell
2025
Q2
$5.34M Sell
2025
Q1
$5.26M Sell
2024
Q4
$5.89M Buy
2024
Q3
$5.75M Sell
2024
Q2
$5.35M Sell
2024
Q1
$5.72M Buy
2023
Q4
$5.57M Sell
2023
Q3
$4.9M Buy
2023
Q2
$5.17M Sell
2023
Q1
$5.42M Buy
2022
Q4
$5.29M Buy
2022
Q3
$4.74M Buy
2022
Q2
$4.96M Sell
2022
Q1
$5.84M Sell
2021
Q4
$6.39M Sell
2021
Q3
$7.45M Buy
2021
Q2
$7.33M Sell
2021
Q1
$7.1M Sell
2020
Q4
$6.41M Sell
2020
Q3
$4.97M Sell
2020
Q2
$4.87M Buy
2020
Q1
$3.82M Buy
2019
Q4
$5.56M Buy