Greystone Financial 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 | $818K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $732K | Sell |
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|
2024
Q3 | $925K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $673K | Sell |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $910K | Buy |
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|
2023
Q1 | $779K | Sell |
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|
2022
Q4 | $947K | Sell |
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|
2022
Q3 | $880K | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $2.17M | Sell |
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|
2021
Q3 | $2.48M | Sell |
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|
2021
Q2 | $3.55M | Buy |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $2.67M | Buy |
|