Hazlett, Burt & Watson’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 | $54K | Sell |
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|
2025
Q2 | $70K | Sell |
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|
2025
Q1 | $70K | Sell |
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|
2024
Q4 | $90K | Sell |
|
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|
2024
Q3 | $107K | Sell |
|
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|
2024
Q2 | $161K | Sell |
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|
2024
Q1 | $258K | Buy |
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|
2023
Q4 | $77K | Buy |
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|
2023
Q3 | $35K | Sell |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $268K | Buy |
|