Golden State Wealth Management’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 | $2.98M | Sell |
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|
2025
Q2 | $2.81M | Sell |
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|
2025
Q1 | $2.93M | Sell |
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|
2024
Q4 | $3.24M | Buy |
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|
2022
Q1 | $5.29M | Buy |
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|
2021
Q4 | $3.67M | Buy |
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|
2021
Q3 | $2.96M | Sell |
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|
2021
Q2 | $3.11M | Buy |
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|
2021
Q1 | $2.85M | Sell |
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|
2020
Q4 | $2.47M | Sell |
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|
2020
Q3 | $2.9M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.22M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.78M | Buy |
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|
2019
Q2 | $2.78M | Sell |
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|
2019
Q1 | $2.9M | Buy |
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