Foster Victor 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 | $1.6M | Sell |
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|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $1.97M | Sell |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $2.08M | Sell |
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|
2023
Q1 | $2.07M | Sell |
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|
2022
Q4 | $11.8M | Sell |
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|
2022
Q3 | $11.2M | Buy |
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|
2022
Q2 | $11.2M | Buy |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q4 | $12.6M | Buy |
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|
2021
Q3 | $12.1M | Buy |
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|
2021
Q2 | $12.5M | Sell |
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|
2021
Q1 | $12.2M | Sell |
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|
2020
Q4 | $12.3M | Sell |
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|
2020
Q3 | $9.82M | Buy |
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|
2020
Q2 | $8.63M | Buy |
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