Helen Stephens 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 | $315K | Buy |
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|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $469K | Sell |
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|
2023
Q4 | $681K | Buy |
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $422K | Buy |
|