FSB Premier 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 | $253K | Buy |
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|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $202K | Sell |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $281K | Hold |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $167K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $619K | Buy |
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