Global Wealth Strategies & Associates’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 | $76.1K | Sell |
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|
2025
Q2 | $75.4K | Sell |
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|
2025
Q1 | $133K | Sell |
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|
2024
Q4 | $150K | Hold |
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|
2024
Q3 | $152K | Buy |
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|
2024
Q2 | $92.4K | Buy |
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|
2024
Q1 | $93.2K | Hold |
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|
2023
Q4 | $91.3K | Hold |
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|
2023
Q3 | $79.5K | Hold |
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|
2023
Q2 | $84K | Hold |
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|
2023
Q1 | $81.5K | Buy |
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|
2022
Q4 | $78.5K | Buy |
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