FMB 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
Q3 | $576K | Sell |
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|
2025
Q2 | $649K | Hold |
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|
2025
Q1 | $621K | Sell |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $713K | Hold |
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|
2024
Q2 | $650K | Buy |
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|
2024
Q1 | $658K | Hold |
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|
2023
Q4 | $644K | Hold |
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|
2023
Q3 | $561K | Hold |
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|
2023
Q2 | $593K | Buy |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $562K | Buy |
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