GPS Wealth Strategies Group’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
$665K Buy
2025
Q2
$272K Sell
2025
Q1
$274K Sell
2024
Q4
$306K Buy
2024
Q3
$295K Buy
2024
Q2
$186K Buy
2024
Q1
$145K Buy
2023
Q4
$128K Sell
2023
Q3
$262K Buy
2023
Q2
$277K Sell
2023
Q1
$270K Buy
2022
Q4
Sell
2022
Q3
$241K Buy
2022
Q2
$247K Buy
2022
Q1
$128K Buy
2021
Q4
$130K Buy
2021
Q3
$117K Buy
2021
Q2
$110K Sell
2021
Q1
$110K Buy