Guardian Wealth Advisors (North Carolina)’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 | $1.03M | Buy |
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|
2025
Q2 | $944K | Sell |
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|
2025
Q1 | $936K | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $78.6K | Sell |
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|
2024
Q2 | $101K | Buy |
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|
2024
Q1 | $102K | Sell |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $99.2K | Sell |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $75.8K | Hold |
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|
2022
Q4 | $74.2K | Buy |
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|
2022
Q3 | $67K | Sell |
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|
2022
Q2 | $104K | Buy |
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|
2022
Q1 | $120K | Sell |
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|
2021
Q4 | $128K | Buy |
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