EPG 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
Q2 | $601K | Sell |
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|
2025
Q1 | $6M | Buy |
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|
2024
Q4 | $6.38M | Buy |
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|
2024
Q3 | $5.41M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.23M | Buy |
|
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|
2023
Q4 | $4.89M | Buy |
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|
2023
Q3 | $4.1M | Buy |
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|
2023
Q2 | $4.3M | Sell |
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|
2023
Q1 | $4.2M | Buy |
|
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $3.76M | Buy |
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|
2022
Q2 | $3.7M | Sell |
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|
2022
Q1 | $4.45M | Buy |
|
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|
2021
Q4 | $4.38M | Buy |
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|
2021
Q3 | $3.96M | Buy |
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|
2021
Q2 | $4.09M | Buy |
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|
2021
Q1 | $3.77M | Buy |
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|
2020
Q4 | $506K | Buy |
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|
2020
Q3 | $386K | Sell |
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|
2020
Q2 | $447K | Sell |
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|
2020
Q1 | $2M | Buy |
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|
2019
Q4 | $2.4M | Buy |
|