HB Wealth Management’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 | $29.9M | Buy |
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|
2025
Q2 | $27.2M | Sell |
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|
2025
Q1 | $55.6M | Buy |
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|
2024
Q4 | $18.8M | Buy |
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|
2024
Q3 | $16.5M | Buy |
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|
2024
Q2 | $8.58M | Buy |
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|
2024
Q1 | $8.52M | Sell |
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|
2023
Q4 | $11M | Sell |
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|
2023
Q3 | $9.86M | Sell |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $9.53M | Buy |
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|
2022
Q4 | $8.84M | Buy |
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|
2022
Q3 | $7.6M | Buy |
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|
2022
Q2 | $4.33M | Sell |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $5.8M | Buy |
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