Elk River 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 | $39.7M | Buy |
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|
2025
Q2 | $35.8M | Buy |
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|
2025
Q1 | $33.7M | Buy |
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|
2024
Q4 | $35.4M | Buy |
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|
2024
Q3 | $35.5M | Buy |
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|
2024
Q2 | $31.7M | Buy |
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|
2024
Q1 | $32M | Sell |
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|
2023
Q4 | $33M | Sell |
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|
2023
Q3 | $30.5M | Buy |
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|
2023
Q2 | $30.9M | Sell |
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|
2023
Q1 | $30.5M | Buy |
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|
2022
Q4 | $27.4M | Buy |
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|
2022
Q3 | $25.1M | Buy |
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|
2022
Q2 | $24.4M | Buy |
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|
2022
Q1 | $27.9M | Buy |
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|
2021
Q4 | $27.2M | Buy |
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|
2021
Q3 | $24.3M | Buy |
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|
2021
Q2 | $20.6M | Buy |
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|
2021
Q1 | $17.9M | Buy |
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|
2020
Q4 | $12.2M | Buy |
|