GoalVest Advisory’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 | $83.1K | Hold |
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|
2025
Q2 | $76.4K | Sell |
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|
2025
Q1 | $174K | Hold |
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|
2024
Q4 | $192K | Hold |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $178K | Hold |
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|
2024
Q1 | $184K | Sell |
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|
2023
Q4 | $184K | Sell |
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|
2023
Q3 | $163K | Sell |
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|
2023
Q2 | $173K | Sell |
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|
2023
Q1 | $197K | Sell |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q3 | $152K | Sell |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $640K | Buy |
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|
2021
Q2 | $530K | Buy |
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|
2021
Q1 | $494K | Sell |
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|
2020
Q4 | $423K | Buy |
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