GDS 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 | $525K | Buy |
|
|||||
|
2025
Q2 | $445K | Buy |
|
|||||
|
2025
Q1 | $382K | Buy |
|
|||||
|
2024
Q4 | $409K | Buy |
|
|||||
|
2024
Q3 | $369K | Buy |
|
|||||
|
2024
Q2 | $317K | Sell |
|
|||||
|
2024
Q1 | $427K | Sell |
|
|||||
|
2023
Q4 | $597K | Buy |
|
|||||
|
2023
Q3 | $401K | Buy |
|
|||||
|
2023
Q2 | $384K | Buy |
|
|||||
|
2023
Q1 | $358K | Buy |
|
|||||
|
2022
Q4 | $346K | Sell |
|
|||||
|
2022
Q3 | $319K | Sell |
|
|||||
|
2022
Q2 | $341K | Buy |
|
|||||
|
2022
Q1 | $353K | Buy |
|
|||||
|
2021
Q4 | $370K | Buy |
|