Enzi 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 | $21M | Sell |
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|
2025
Q2 | $20.3M | Sell |
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|
2025
Q1 | $18M | Buy |
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|
2024
Q4 | $19.5M | Buy |
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|
2024
Q3 | $18.9M | Buy |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $16.1M | Sell |
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|
2023
Q4 | $16.9M | Sell |
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|
2023
Q3 | $15.6M | Buy |
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|
2023
Q2 | $16.6M | Buy |
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|
2023
Q1 | $14.6M | Buy |
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|
2022
Q4 | $13M | Buy |
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|
2022
Q3 | $11.8M | Buy |
|