EverSource Wealth Advisors’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 | $1.39M | Buy |
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|
2025
Q2 | $772K | Sell |
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|
2025
Q1 | $990K | Sell |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $971K | Buy |
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|
2023
Q4 | $985K | Buy |
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|
2023
Q3 | $776K | Buy |
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|
2023
Q2 | $785K | Buy |
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|
2023
Q1 | $762K | Sell |
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|
2022
Q4 | $845K | Buy |
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|
2022
Q3 | $719K | Buy |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $817K | Buy |
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|
2021
Q4 | $724K | Buy |
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