GeoWealth 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 | $693K | Buy |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $940K | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $586K | Buy |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $178K | Buy |
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|
2023
Q4 | $116K | Sell |
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|
2023
Q3 | $118K | Buy |
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|
2023
Q2 | $114K | Sell |
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|
2023
Q1 | $750K | Sell |
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|
2022
Q4 | $990K | Buy |
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|
2022
Q3 | $115K | Sell |
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|
2022
Q2 | $137K | Sell |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $105K | Sell |
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|
2021
Q3 | $185K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $771K | Buy |
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