Flagship Private 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
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $879K | Buy |
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|
2024
Q1 | $877K | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $896K | Buy |
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|
2023
Q2 | $944K | Sell |
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|
2023
Q1 | $1.01M | Buy |
|
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|
2022
Q4 | $948K | Buy |
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|
2022
Q3 | $870K | Sell |
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|
2022
Q2 | $929K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.29M | Buy |
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