Greenwich Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Greenwich Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.8M	Sell	22,536 -780	-3%	-$99.1K	0.11%	94
2025 Q4	$2.8M	Buy	23,316 +5	+0%	+$598	0.13%	97
2025 Q3	$2.77M	Buy	23,311 +34	+0.1%	+$3.91K	0.14%	87
2025 Q2	$2.54M	Sell	23,277 -1,783	-7%	-$184K	0.12%	80
2025 Q1	$2.62M	Sell	25,060 -28	-0.1%	-$3.16K	0.2%	61
2024 Q4	$2.89M	Sell	25,088 -24	-0.1%	-$2.87K	0.2%	57
2024 Q3	$2.94M	Sell	25,112 -1,639	-6%	-$185K	0.2%	58
2024 Q2	$2.85M	Sell	26,751 -290	-1%	-$31K	0.21%	56
2024 Q1	$2.99M	Sell	27,041 -347	-1%	-$36.8K	0.24%	54
2023 Q4	$2.96M	Sell	27,388 -5,242	-16%	-$505K	0.29%	51
2023 Q3	$3.08M	Sell	32,630 -1,373	-4%	-$137K	0.33%	45
2023 Q2	$3.39M	Sell	34,003 -14,851	-30%	-$1.41M	0.36%	46
2023 Q1	$4.72M	Sell	48,854 -3,032	-6%	-$303K	0.52%	28
2022 Q4	$4.91M	Sell	51,886 -1,629	-3%	-$156K	0.54%	24
2022 Q3	$4.67M	Sell	53,515 -8,089	-13%	-$786K	0.5%	24
2022 Q2	$5.69M	Sell	61,604 -5,288	-8%	-$526K	0.75%	20
2022 Q1	$7.22M	Sell	66,892 -5,865	-8%	-$633K	0.74%	20
2021 Q4	$8.33M	Buy	72,757 +5,231	+8%	+$596K	0.68%	19
2021 Q3	$7.37M	Buy	67,526 +1,467	+2%	+$162K	0.61%	19
2021 Q2	$7.46M	Buy	66,059 +6,453	+11%	+$720K	0.64%	21
2021 Q1	$6.47M	Buy	59,606 +9,301	+18%	+$974K	0.52%	21
2020 Q4	$4.62M	Sell	50,305 -423	-0.8%	-$34.8K	0.4%	25
2020 Q3	$3.56M	Sell	50,728 -4,157	-8%	-$298K	0.64%	29
2020 Q2	$3.75M	Sell	54,885 -8,883	-14%	-$561K	0.72%	25
2020 Q1	$3.58M	Sell	63,768 -15,595	-20%	-$1.16M	0.76%	28
2019 Q4	$6.66M	Buy	79,363 +2,733	+4%	+$220K	1.34%	17
2019 Q3	$5.96M	Sell	76,630 -1,844	-2%	-$143K	1.16%	18
2019 Q2	$6.14M	Buy	+78,474	New	+$6.09M	1.06%	18
2018 Q4	–	Sell	-2,429	Closed	-$212K	–	189
2018 Q3	$212K	Buy	2,429 +11	+0.5%	+$964	0.04%	168
2018 Q2	$202K	Buy	+2,418	New	+$197K	0.04%	164