Endowment 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 | $2.88M | Buy |
|
|||||
|
2025
Q2 | $2.34M | Buy |
|
|||||
|
2025
Q1 | $1.85M | Buy |
|
|||||
|
2024
Q4 | $1.77M | Buy |
|
|||||
|
2024
Q3 | $913K | Buy |
|
|||||
|
2024
Q2 | $705K | Buy |
|
|||||
|
2024
Q1 | $612K | Buy |
|
|||||
|
2023
Q4 | $513K | Buy |
|
|||||
|
2023
Q3 | $415K | Buy |
|
|||||
|
2023
Q2 | $411K | Buy |
|
|||||
|
2023
Q1 | $315K | Buy |
|
|||||
|
2022
Q4 | $254K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $291K | Buy |
|
|||||
|
2021
Q4 | $273K | Buy |
|