Goodwin Investment 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 | $233K | Hold |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $205K | Sell |
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|
2024
Q4 | $351K | Sell |
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|
2024
Q3 | $379K | Hold |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $594K | Sell |
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|
2023
Q3 | $949K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.82M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $900K | Sell |
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|
2021
Q1 | $877K | Sell |
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|
2020
Q4 | $780K | Buy |
|