Glassman Wealth Services’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 | $293K | Sell |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $367K | Sell |
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|
2024
Q3 | $388K | Hold |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $405K | Hold |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $438K | Buy |
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|
2021
Q1 | $420K | Hold |
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|
2020
Q4 | $356K | Buy |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $151K | Sell |
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|
2020
Q1 | $137K | Hold |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | $168K | Hold |
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|
2019
Q2 | $169K | Buy |
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|
2019
Q1 | $122K | Hold |
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|
2018
Q4 | $109K | Sell |
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|
2018
Q3 | $144K | Hold |
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|
2018
Q2 | $137K | Hold |
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|
2018
Q1 | $127K | Sell |
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|
2017
Q4 | $145K | Hold |
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|
2017
Q3 | $140K | Sell |
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|
2017
Q2 | $198K | Buy |
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|
2017
Q1 | $28K | Hold |
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|
2016
Q4 | $28K | Hold |
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|
2016
Q3 | $25K | Hold |
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|
2016
Q2 | $23K | Hold |
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|
2016
Q1 | $23K | Hold |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $21K | Hold |
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|
2015
Q2 | $24K | Hold |
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|
2015
Q1 | $24K | Hold |
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|
2014
Q4 | $23K | Buy |
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