GGM 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
Q1 | $864K | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $844K | Buy |
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|
2022
Q2 | $750K | Buy |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $245K | Buy |
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