GC Wealth Management RIA’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
$3.28M Sell
2025
Q2
$3.21M Sell
2025
Q1
$5.21M Sell
2024
Q4
$5.75M Sell
2024
Q3
$5.93M Buy
2024
Q2
$5.4M Sell
2024
Q1
$5.71M Buy
2023
Q4
$585K Buy