Golden State Equity Partners’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 | $1.18M | Sell |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $827K | Sell |
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|
2023
Q2 | $908K | Buy |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $910K | Sell |
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|
2021
Q3 | $1.59M | Sell |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $2.45M | Buy |
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|
2020
Q4 | $1.61M | Buy |
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