Facet Wealth Inc’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
$346K Buy
2025
Q2
$306K Buy
2025
Q1
$274K Sell
2024
Q4
$393K Sell
2024
Q3
$559K Buy
2024
Q2
$494K Buy
2024
Q1
$423K Buy
2023
Q4
$383K Sell
2023
Q3
$332K Sell
2023
Q2
$511K Buy
2023
Q1
$251K Sell
2022
Q4
$309K Buy
2022
Q3
$266K Buy
2022
Q2
$221K Buy