Heartwood Wealth Advisors’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 | $3.07M | Buy |
|
|||||
|
2025
Q2 | $2.68M | Buy |
|
|||||
|
2025
Q1 | $2.25M | Buy |
|
|||||
|
2024
Q4 | $579K | Buy |
|
|||||
|
2024
Q3 | $579K | Buy |
|
|||||
|
2024
Q2 | $521K | Buy |
|
|||||
|
2024
Q1 | $530K | Buy |
|
|||||
|
2023
Q4 | $461K | Buy |
|
|||||
|
2023
Q3 | $372K | Hold |
|
|||||
|
2023
Q2 | $393K | Buy |
|
|||||
|
2023
Q1 | $370K | Buy |
|
|||||
|
2022
Q4 | $357K | Sell |
|
|||||
|
2022
Q3 | $355K | Sell |
|
|||||
|
2022
Q2 | $677K | Buy |
|
|||||
|
2022
Q1 | $384K | Sell |
|
|||||
|
2021
Q4 | $413K | Buy |
|
|||||
|
2021
Q3 | $347K | Hold |
|
|||||
|
2021
Q2 | $359K | Hold |
|
|||||
|
2021
Q1 | $345K | Sell |
|
|||||
|
2020
Q4 | $520K | Hold |
|
|||||
|
2020
Q3 | $397K | Sell |
|
|||||
|
2020
Q2 | $581K | Buy |
|